Keith J. Radimer
LAUREL OAK WEALTH MANAGEMENT | Private Wealth Advisor
MARLTON, NJ 08053
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CRD#: 4233910
Professional summary
Keith James Radimer 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.
Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Keith has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Investments
Retirement Income Strategies
Wealth Preservation Strategies
Are you a "fiduciary"?
Yes
Aliases
None
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) Rad Equestrian LLC. Non-Investment related. 13 Tuxedo Ct, Marlton, NJ 08053. Equestrian. Owner. 12/21/2020. 9 hrs/ month. 0 during securities trading hours. Own and manage an equestrian business. 2) Laurel Oak Wealth Management. Investment related. At registered location. RIA. Partner. 7/24/2025. 60 hrs/ month. 40 during securities trading hours. Provides advisory services. 3) Laurel Oak Wealth Management. Non-Investment related. At registered location. Fixed insurance. Agent. 7/24/2025. 20 hrs/ month. 20 hrs during securities trading hours. Provide insurance advice based on the needs of client(s).
CRS (Client Relationship Summary) - RIA
Click below to view Keith James Radimer'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®
NoneExperience
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
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 08053BD
CRD#: 35747
ALBANY, NY
Past
June 28, 2002 - August 4, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
NEWARK, DE
Past
August 22, 2000 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 22, 2000 - August 4, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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.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(7/29/2025)
RR
Arizona(7/29/2025)
RR
California(7/29/2025)
RR
Colorado(7/29/2025)
RR
Connecticut(7/29/2025)
IAR
Delaware(7/23/2025)
RR
Delaware(7/29/2025)
RR
District of Columbia(7/29/2025)
RR
Florida(7/29/2025)
RR
Georgia(7/29/2025)
RR
Idaho(7/29/2025)
RR
Illinois(7/29/2025)
RR
Indiana(7/29/2025)
RR
Iowa(7/29/2025)
RR
Kansas(7/29/2025)
RR
Louisiana(7/29/2025)
RR
Maine(7/29/2025)
RR
Maryland(7/29/2025)
RR
Massachusetts(7/29/2025)
RR
Michigan(7/29/2025)
RR
Missouri(7/29/2025)
RR
Montana(7/29/2025)
RR
Nevada(7/29/2025)
RR
New Hampshire(7/29/2025)
IAR
New Jersey(7/23/2025)
RR
New Jersey(7/29/2025)
RR
New Mexico(7/29/2025)
RR
New York(7/29/2025)
RR
North Carolina(7/29/2025)
RR
Ohio(7/29/2025)
RR
Oklahoma(7/29/2025)
RR
Oregon(7/29/2025)
RR
Pennsylvania(7/29/2025)
RR
Rhode Island(7/29/2025)
RR
South Carolina(7/29/2025)
RR
Texas(7/29/2025)
RR
Utah(7/29/2025)
RR
Vermont(7/29/2025)
RR
Virginia(7/29/2025)
RR
Washington(7/29/2025)
RR
West Virginia(7/29/2025)
RR
Wisconsin(7/29/2025)
RR
Wyoming(7/29/2025)
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
