Christopher Duke (CRD# 7207342) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 4 years of experience in the finance industry. Christopher Duke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4397639
Ubs Financial Services Inc.
CRD# 4060440
Cetera Investment Advisers LLC
CRD# 1322375
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ais Planning | St. Cloud, MN | Dec 2019 - Current | 4 |
| Unemployed | Portsmouth, VA | Jun 2019 - Dec 2019 | < 1 |
| Fitzwilliams Financial | Chesapeake, VA | Dec 2018 - Jun 2019 | < 1 |
| Uber | Hampton Roads, VA | Jun 2017 - Dec 2018 | 1 |
| Virginia Tech | Portsmouth, VA | Aug 2013 - Dec 2017 | 4 |
| Signature Family Wealth | Norfolk, VA | Jun 2016 - Aug 2016 | < 1 |
| Cuisine & Company | Virginia Beach, VA | May 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- MN
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$208,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, MN, TX
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