Kurt Mathias Ahrens

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Mendota Financial Group, Llc
  Madison, WI

Previous Registrations

• 2002-08-23 → 2002-09-04
  Charles Schwab & Co., Inc.
  Madison, WI
• 2000-11-13 → 2002-05-09
  Filbrandt Investment Advisers Incorporated
  Middleton, WI

Other Businesses

1) KUMADA, LLC; ENTITY ESTABLISHED TO AGGREGATE PERSONAL INVESTMENTS OF DANIEL GRESCH, KURT AHRENS AND MATTHEW GOETZKE; 634 W MAIN STREET, SUITE 302, MADISON, WI 53073; FACILITATE VARIOUS PERSONAL INVESTMENTS; SEPTEMBER 2013; MANAGING MEMBER; NO HOURS DURING SECURITIES TRADING HOURS; FACILITATE COMPLETION OF PARTNERSHIP TAX RETURN WITH CPA FOR INDIVIDUAL MEMEBERS. NO COMPENSATION WHATSOEVER RECEIVED. 2) MENDOTA VENTURE CAPITAL, LLC; AN SEC EXEMPT VENTURE CAPITAL REPORTING ADVISOR; MAY 2015; 49% IS OWNED BY KUMADA, THEREFORE INDIRECT OWNERSHIP THROUGH KUMADA.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-11
• S65 Uniform Investment Adviser Law Examination
  1998-09-15
• S63 Uniform Securities Agent State Law Examination
  1995-07-06

Designations

• Chartered Financial Consultant