Christian James Doule
Investment adviser representative at Avaii Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$602.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Avaii Wealth Management, LLCSep 2018 to now
- Private Client Services, LLCAug 2018 to Sep 2023
- Northwestern Mutual Wealth Management CompanyMay 2012 to Aug 2018
- Northwestern Mutual Life Insurance CompanyDec 2007 to Sep 2018
- Northwestern Mutual Investment Services, LLCApr 2007 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (WI).
Avaii Wealth Management, LLC
$602.8MAssets managed
995Clients
11Advisers
8 yearsIn 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
- 5469878
- Firm CRD
- 298165