Kurt Ahrens, Chfc

Kurt Ahrens, Chfc Email and Phone Number

Principal, Mendota Financial Group @ Mendota Financial Group
madison, wisconsin, united states
Kurt Ahrens, Chfc's Location
Madison, Wisconsin, United States, United States
Kurt Ahrens, Chfc's Contact Details

Kurt Ahrens, Chfc personal email

n/a
About Kurt Ahrens, Chfc

Kurt is a Principal and founder of Mendota Financial Group. He has been providing comprehensive financial advice for individuals and families for over 20 years.In his current role, Kurt focuses on providing comprehensive financial plans, including asset allocation strategies and guidance to many of the firm's clients. He has particular expertise working with University professionals and understanding their unique challenges. Kurt regularly speaks to audiences about retirement planning and the process involved in determining the achievement of financial independence; estate planning and the rules and tools used to accomplish goals and the challenges many people encounter; as well as investment planning and the importance of assessing appropriate risk in portfolios.Prior to forming Mendota Financial Group, Kurt was a branch manager of Charles Schwab, financial planner for a Madison area firm and institutional consultant for Mercer Investment Consulting in Chicago, IL.Kurt earned his BS in Finance & Economics from the University of Wisconsin–Stevens Point. He is a Chartered Financial Consultant.Away from the office, Kurt enjoys the outdoors and spending time with his wife, son, daughter and dog. They live in Dousman, WI.

Kurt Ahrens, Chfc's Current Company Details
Mendota Financial Group

Mendota Financial Group

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Principal, Mendota Financial Group
madison, wisconsin, united states
Employees:
4
Kurt Ahrens, Chfc Work Experience Details
  • Mendota Financial Group
    Principal
    Mendota Financial Group Aug 2005 - Present
    Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families. Our goal is to maintain and grow our clients’ wealth for retirement and future generations.
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Kurt Ahrens, Chfc Skills

Research Public Speaking Investments Financial Planning Strategic Planning Portfolio Management Wealth Management Retirement Planning

Kurt Ahrens, Chfc Education Details

Frequently Asked Questions about Kurt Ahrens, Chfc

What company does Kurt Ahrens, Chfc work for?

Kurt Ahrens, Chfc works for Mendota Financial Group

What is Kurt Ahrens, Chfc's role at the current company?

Kurt Ahrens, Chfc's current role is Principal, Mendota Financial Group.

What is Kurt Ahrens, Chfc's email address?

Kurt Ahrens, Chfc's email address is ka****@****ial.com

What schools did Kurt Ahrens, Chfc attend?

Kurt Ahrens, Chfc attended University Of Wisconsin-Stevens Point.

What skills is Kurt Ahrens, Chfc known for?

Kurt Ahrens, Chfc has skills like Research, Public Speaking, Investments, Financial Planning, Strategic Planning, Portfolio Management, Wealth Management, Retirement Planning.

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