Owen Anthony 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

• 09/2023 → Present
  Mendota Financial Group, Llc
  Madison, WI
• 10/2019 → 08/2023
  Ups
  Stevens Point, WI
• 09/2019 → 05/2023
  University Of Wisconsin Stevens Point
  Stevens Point, WI
• 06/2022 → 08/2022
  Elite Retirement Group
  Plover, WI
• 09/2016 → 06/2019
  Stevens Point Area Senior High
  Stevens Point, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-20