Kurt Ahrens is a ChFC-designated registered investment advisor at Mendota Financial Group, LLC, based in Madison, WI, with 22 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 166 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Quarterly minimum fee of $2,500.
Fee Estimator
Location
634 West Main Street, Suite 302, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kurt is a managing member of Kumada, LLC, an entity established to aggregate personal investments. Kumada, LLC owns 49% of Mendota Venture Capital, LLC, giving Kurt indirect ownership.
Employment History
Current Registrations
Mendota Financial Group, LLC
Previous Registrations
Charles Schwab & CO., INC.
Filbrandt Investment Advisers Incorporated
State Registrations2 states
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