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Aidan Michael Donahue

MADISON PARTNERS
Waunakee, WI
·CRD# 8114851·1 year experience

Professional Summary

Aidan Michael Donahue, who also goes by Aidan Donahue, is a registered financial advisor currently at MADISON PARTNERS located in Waunakee, Wisconsin. Aidan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aidan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Aidan Donahue

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

MADISON PARTNERS·CRD# 305824
RIA
109 South St., Waunakee, WI 53597
March 4, 2026 - Present
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Madison, WI
July 25, 2025 - September 10, 2025
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Madison, WI
July 11, 2025 - September 10, 2025

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Current Firm

MP
MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - SEC (3/4/2020 Approved)

Contact Information

Main Address

1502 W Broadway Suite 301, Madison, WI 53713

Phone Number

(608) 210-1021

# of Employees

17

SEC notice filing (27 States and Territories)

Registered to provide investment advisory services in 27 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/8/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,213

AUM (Assets Under Management)

$1,303,110,029

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

While Aidan Donahue is a licensed insurance agent with various insurance companies, Madison Partners prohibits Aidan Donahuefrom selling insurance to and generating commissions from Madison Partners' clients according to firm policy.

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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".
MP
MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - SEC (3/4/2020 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.
IAR
Wisconsin
(3/4/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jul 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2025About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Aidan Michael Donahue's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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