Brian Keith Donley
Investment adviser representative at Walleye Partners LLC
16 yearsExperience
1 stateRegistered in
PFSDesignation
$276.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Walleye Partners LLCJan 2025 to now
- Mendota Financial Group, LLCFeb 2010 to Dec 2024
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (WI).
Walleye Partners LLC
$276.7MAssets managed
93Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4774065
- Firm CRD
- 333435