Christian James Doule

Employer firm

Avaii Wealth Management, LLC CRD 298165

$603M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PLANNING / PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → 09/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2007 → 09/2018
  Northwestern Mutual Investment Services, Llc
  Appleton, WI
• 05/2012 → 08/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2018 → 09/2023
  Private Client Services, Llc
  Appleton, WI
• 09/2018 → Present
  Avaii Wealth Management, Llc
  Appleton, WI

Previous Registrations

• 2010-02-09 → 2018-09-06
  Northwestern Mutual Investment Services, Llc
  Appleton, WI

Other Businesses

1) Christian Doule is also a licensed insurance professional conducting business from the same business address. Less than 5% of Mr. Doule's time is for services as an insurance professional. 2) Christian Doule is the Manager of Doule Noted, LLC. This entity is used to receive rent payments for the office space owned by Christian Doule. Less than 5% of Mr. Doule's time is for services as owner of Doule Noted, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-08
• S63 Uniform Securities Agent State Law Examination
  2008-06-19