# MENDOTA FINANCIAL GROUP, LLC

MENDOTA FINANCIAL GROUP, LLC of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 136294
- Type: SEC-registered investment adviser
- SEC file number: 801-67644
- Location: 634 WEST MAIN STREET, SUITE 302, MADISON, WI, 53703
- Phone: (608) 223-9211
- Latest filing: 2026-03-03
- Regulatory AUM: $254.2M
- Discretionary AUM: $249.5M
- Non-discretionary AUM: $4.7M
- Clients: 5
- Accounts: 881

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Daniel Arthur Gresch](https://search.stillhousedata.com/person/702851) | MEMBER | — |
| [Kurt Mathias Ahrens](https://search.stillhousedata.com/person/702852) | CHIEF COMPLIANCE OFFICER | — |
| [GOETZKE MATTHEW ARMSTRONG](https://search.stillhousedata.com/person/749455) | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| [GRESCH DANIEL ARTHUR](https://search.stillhousedata.com/person/749456) | MANAGING DIRECTOR; MEMBER | — |
| [AHRENS KURT MATHIAS](https://search.stillhousedata.com/person/749457) | MANAGING DIRECTOR; MEMBER | — |
| [HURD STACY MICHELE](https://search.stillhousedata.com/person/875859) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136294/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136294/similar
- Related entities: https://search.stillhousedata.com/firm/136294/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136294

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.