Christopher Peter Duke
Investment adviser representative at Ais Planning
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$591MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Ais PlanningDec 2019 to now
- UnemployedJun 2019 to Dec 2019
- Fitzwilliams FinancialDec 2018 to Jun 2019
- UberJun 2017 to Dec 2018
- Virginia TechAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ais Planning
Legal name: Accredited Investor Services, LLC
$591MAssets managed
561Clients
10Advisers
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
- 7207342
- Firm CRD
- 148821