Louis A. Laselva

LAUREL OAK WEALTH MANAGEMENT

MARLTON, NJ 08053

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CRD#: 3219829

Professional summary

Louis Anthony Laselva II, who also goes by Louis Anthony La Selva II, Louis Anthony Laselva, is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Louis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Louis has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Louis Anthony La Selva Ii | Louis Anthony Laselva

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) Laurel Oak Wealth Management, LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 07/2025. 160 hrs/month; all during trading hours. Client account management. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 07/2025. 5 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Business Ownership; cmrlk llc; oversee day to day operations; pass through llc; 701a rt 73 south, , marlton, NJ, 08053; Not Investment-Related; 01/01/2008; 10 to 19 hours per month; 1 to 9 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Anthony Laselva II's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 23, 2025 - Present

LAUREL OAK WEALTH MANAGEMENT, LLC

Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053

RIA

CRD#: 336824

MARLTON, NJ

Current

July 29, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: Five Greentree Center 525 Nj 73; Suite 200, Marlton, NJ 08053

CRD#: 35747

ALBANY, NY

Past

July 30, 2002 - August 1, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

NEWARK, DE

Past

June 16, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 16, 1999 - August 1, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

NEWARK, DE

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.

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

Alabama
(9/24/2025)

Arizona
(9/19/2025)

California
(7/29/2025)

Connecticut
(7/29/2025)

IAR

Delaware
(7/24/2025)

Delaware
(9/22/2025)

District of Columbia
(7/29/2025)

Florida
(7/29/2025)

Georgia
(7/29/2025)

Idaho
(8/5/2025)

Illinois
(7/29/2025)

Indiana
(7/29/2025)

Iowa
(9/22/2025)

Louisiana
(9/22/2025)

Maine
(9/19/2025)

Maryland
(7/29/2025)

Michigan
(7/29/2025)

Missouri
(7/29/2025)

Nevada
(7/29/2025)

New Hampshire
(7/29/2025)

IAR

New Jersey
(7/23/2025)

New Jersey
(9/19/2025)

New Mexico
(7/29/2025)

New York
(7/29/2025)

North Carolina
(9/25/2025)

Ohio
(7/29/2025)

Oklahoma
(9/22/2025)

Oregon
(9/17/2025)

Pennsylvania
(7/29/2025)

Rhode Island
(9/18/2025)

South Carolina
(7/29/2025)

Texas
(7/29/2025)

Utah
(7/29/2025)

Vermont
(7/29/2025)

Virginia
(9/22/2025)

Washington
(7/29/2025)

West Virginia
(7/29/2025)

Wisconsin
(7/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/23/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/18/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

Registered Investment Advisory firm - (7/18/2025 120-Day Approval)

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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

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV SUPPLEMENT WRAP BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)

ADV 2A DISCLOSURE BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)

Regulatory assets under management

Total Number of Accounts	4,525
AUM (Assets Under Management)	$ 1,336,284,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Louis A. Laselva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Anthony Laselva II's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/23/2021

Series 63

Date: 6/18/1999

SIE

Date: 10/1/2018

Series 7

Date: 6/15/1999

FINRA

Current Firm

LAUREL OAK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAUREL OAK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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