Christopher Peter Duke

Employer firm

Ais Planning CRD 148821

$591M regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2017 → 12/2018
  Uber
  Hampton Roads, VA
• 12/2018 → 06/2019
  Fitzwilliams Financial
  Chesapeake, VA
• 12/2019 → 05/2025
  Ais Planning
  St. Cloud, MN
• 08/2013 → 12/2017
  Virginia Tech
  Portsmouth, VA
• 06/2019 → 12/2019
  Unemployed
  Portsmouth, VA
• 05/2025 → Present
  Ais Planning
  St. Cloud, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-16

Designations

• Certified Financial Planner