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.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mendota Financial Group, LLC | Madison, WI | Sep 2023 - Current | < 1 |
| Ups | Stevens Point, WI | Oct 2019 - Aug 2023 | 3 |
| University Of Wisconsin Stevens Point | Stevens Point, WI | Sep 2019 - May 2023 | 3 |
| Elite Retirement Group | Plover, WI | Jun 2022 - Aug 2022 | < 1 |
| Stevens Point Area Senior High | Stevens Point, WI | Sep 2016 - Jun 2019 | 2 |
| P.j. Jacobs Junior High School | Stevens Point, WI | Sep 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- WI
-
Total Assets Under Management431MILLIONS
-
Total Number of Accounts1,279ACCOUNTS
-
Average Account Value$337,083
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, IA, IL, LA, MI, MN, TX, WI
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