Mendota Financial Group, LLC

Mendota Financial Group, LLC (CRD# 136294) is a financial advisory firm headquartered in Madison, WI. They manage $431,128,690 in 1,279 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
634 West Main Street, Suite 302, Madison, WI 53703
http://www.mendotafinancial.com
By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • Total Number of Accounts
    1,279
    ACCOUNTS
  • Average Account Value
    $337,083
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IA, IL, LA, MI, MN, TX, WI

Financial Advisors at Mendota Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kurt Ahrens, financial advisor Madison WI
Kurt M. Ahrens
CRD#: 2628759
634 West Main Street, Suite 302, Madison, WI 53703

Kurt Ahrens (CRD# 2628759) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 28 years of experience in the finance industry.

2
Brian Donley, financial advisor Madison WI
Brian K. Donley
CRD#: 4774065
634 West Main Street, Suite 302, Madison, WI 53703

Brian Donley (CRD# 4774065) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 19 years of experience in the finance industry.

3
Matthew Goetzke, financial advisor Madison WI
Matthew A. Goetzke
CRD#: 3248843
634 West Main Street, Suite 302, Madison, WI 53703

Matthew Goetzke (CRD# 3248843) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 24 years of experience in the finance industry.

4
Daniel Gresch, financial advisor Madison WI
Daniel A. Gresch
CRD#: 2948221
634 West Main Street, Suite 302, Madison, WI 53703

Daniel Gresch (CRD# 2948221) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 26 years of experience in the finance industry.

5
Owen Ahrens, financial advisor Madison WI
Owen A. Ahrens
CRD#: 7826671
634 West Main Street, Suite 302, Madison, WI 53703

Owen Ahrens (CRD# 7826671) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has 1 year of experience in the finance industry.

6
Brian Hellmer, financial advisor Madison WI
Brian A. Hellmer
CRD#: 1843752
634 West Main Street, Suite 302, Madison, WI 53703

Brian Hellmer (CRD# 1843752) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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