Christopher J. Heiser
LAUREL OAK WEALTH MANAGEMENT | Private Wealth Advisor
MARLTON, NJ 08053
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CRD#: 2371255
Professional summary
Christopher Joseph Heiser, CFP®, ChFC®, who also goes by Chris Heiser, Christopher J Heiser, is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Marlton, New Jersey.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Christopher has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Chris Heiser | Christopher J Heiser
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Fixed insurance; Investment related; New Jersey; Fixed/Traditional insurance; Agent; Start date: 08/2025; 5 hrs/month; all during trading hours; Provide insurance advice based on the needs of client(s). 2. Azure Skies; Investment related; Knoxville, TN; Rental Real Estate; Start date: 10/3/25; 5 hrs/month; Zero During Trading Hours; Assist Family Member with Management of Rental Real Estate Firm.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Joseph Heiser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
July 23, 2025 - Present
LAUREL OAK WEALTH MANAGEMENT, LLC
Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053RIA
CRD#: 336824
MARLTON, NJ
Current
August 1, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: Five Greentree Center 525 Nj 73; Suite 200, Marlton, NJ 08053BD
CRD#: 35747
Marlton, NJ
Past
July 30, 2002 - August 1, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
NEWARK, DE
Past
February 24, 1994 - August 1, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEWARK, DE
Past
September 3, 1993 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/1/2025)
RR
Arizona(8/1/2025)
RR
California(8/1/2025)
RR
Colorado(8/1/2025)
RR
Connecticut(8/1/2025)
IAR
Delaware(7/23/2025)
RR
Delaware(8/1/2025)
RR
District of Columbia(8/1/2025)
RR
Florida(8/1/2025)
RR
Georgia(8/1/2025)
RR
Idaho(8/1/2025)
RR
Illinois(8/1/2025)
RR
Indiana(8/1/2025)
RR
Iowa(8/1/2025)
RR
Louisiana(8/1/2025)
RR
Maine(8/1/2025)
RR
Maryland(8/1/2025)
RR
Massachusetts(8/1/2025)
RR
Michigan(8/1/2025)
RR
Minnesota(8/1/2025)
RR
Missouri(8/1/2025)
RR
Montana(8/1/2025)
RR
Nevada(8/1/2025)
RR
New Hampshire(8/1/2025)
IAR
New Jersey(7/23/2025)
RR
New Jersey(8/1/2025)
RR
New Mexico(8/1/2025)
RR
New York(8/1/2025)
RR
North Carolina(8/1/2025)
RR
Ohio(8/4/2025)
RR
Oklahoma(8/1/2025)
RR
Oregon(8/1/2025)
RR
Pennsylvania(8/1/2025)
RR
Rhode Island(8/1/2025)
RR
South Carolina(8/1/2025)
RR
South Dakota(8/1/2025)
RR
Tennessee(8/1/2025)
RR
Texas(8/1/2025)
RR
Utah(8/1/2025)
RR
Vermont(8/1/2025)
RR
Virginia(8/1/2025)
RR
Washington(8/1/2025)
RR
West Virginia(8/1/2025)
RR
Wisconsin(8/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LO
LAUREL OAK WEALTH MANAGEMENT, LLC
LAUREL OAK WEALTH MANAGEMENT GROUP, LLC | TAORMINA WEALTH ADVISORY GROUP LLC | LAUREL OAK WEALTH MANAGEMENT, LLC
CRD#: 336824 / SEC#: 801-133907
RIA
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Contact information
Main Address
525 Nj-73 Suite 200, Marlton, NJ 08053
Mailing Address
Phone number
(856) 519-0200
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,525 |
| AUM (Assets Under Management) | $ 1,336,284,410 |
Red Flags
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Company Information
LAUREL OAK WEALTH MANAGEMENT, LLC
Private Wealth AdvisorCRD#: 336824Marlton, NJ 08053TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
