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Ethan Richard Ahrens

Mendota Financial Group, LLC

Madison, WI

CRD 8025542

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Employer firm

Mendota Financial Group, LLC CRD 136294

$254M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mendota Financial Group, Llc

634 West Main Street Suite 302, Madison, WI 53703 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-02
  • WI RA
    APPROVED
    Since 2025-01-02

Branch Locations

634 West Main Street Suite 302, Madison, WI 53703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mendota Financial Group, Llc Madison WI 12/2024 Present
Spark Delivery / Self Employed Stevens Point WI 05/2024 12/2024
University Of Wisconsin - Whitewater Whitewater WI 08/2022 05/2024
Madison Area Technical College Madison WI 01/2020 08/2022
Papa Johns Stevens Point WI 05/2019 01/2020
United States Army Fort Drum NY 09/2017 05/2019
Unemployed Stevens Point WI 05/2017 09/2017
Stevens Point Area High School Stevens Point WI 08/2014 05/2017
  • 12/2024 → Present
    Mendota Financial Group, Llc
    Madison, WI
  • 05/2024 → 12/2024
    Spark Delivery / Self Employed
    Stevens Point, WI
  • 08/2022 → 05/2024
    University Of Wisconsin - Whitewater
    Whitewater, WI
  • 01/2020 → 08/2022
    Madison Area Technical College
    Madison, WI
  • 05/2019 → 01/2020
    Papa Johns
    Stevens Point, WI
  • 09/2017 → 05/2019
    United States Army
    Fort Drum, NY
  • 05/2017 → 09/2017
    Unemployed
    Stevens Point, WI
  • 08/2014 → 05/2017
    Stevens Point Area High School
    Stevens Point, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-31

View on SEC IAPD

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Nearby Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

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