Brian K. Donley

WALLEYE PARTNERS LLC

MADISON, WI

Some features on this profile are disabled

CRD#: 4774065

Professional summary

Brian Keith Donley is a registered financial advisor currently at WALLEYE PARTNERS LLC located in Madison, Wisconsin.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Donley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2025 - Present

WALLEYE PARTNERS LLC

RIA

CRD#: 333435

MADISON, WI

Past

February 5, 2010 - January 20, 2025

MENDOTA FINANCIAL GROUP, LLC

RIA

CRD#: 136294

MADISON, WI

Past

March 30, 2006 - November 23, 2009

THOMPSON INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 129609

MADISON, WI

Past

May 27, 2004 - November 19, 2009

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WALLEYE PARTNERS LLC

GOETZKE CAPITAL LLC | WALLEYE PARTNERS LLC

CRD#: 333435 / SEC#: 801-131353

RIA

Registered Investment Advisory firm - (10/28/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(1/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/25/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/26/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WALLEYE PARTNERS LLC

GOETZKE CAPITAL LLC | WALLEYE PARTNERS LLC

CRD#: 333435 / SEC#: 801-131353

RIA

Registered Investment Advisory firm - (10/28/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Madison, WI

Mailing Address

Phone number

(608) 332-8434

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WP ADV PART 2A (7/21/2025)

Regulatory assets under management

Total Number of Accounts	219
AUM (Assets Under Management)	$ 201,088,461

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian K. Donley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Donley's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALLEYE PARTNERS LLC

MENDOTA FINANCIAL GROUP, LLC

THOMPSON INVESTMENT MANAGEMENT, INC.

QUASAR DISTRIBUTORS, LLC

Primary Firm SEC Registration

WALLEYE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/2005

Series 63

Date: 9/22/2004

Series 6

Date: 5/26/2004

Current Firm

WALLEYE PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WALLEYE PARTNERS LLC

TRUST BUT VERIFY

Similar Advisors