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MH

Matthew C. Heiser

LAUREL OAK WEALTH MANAGEMENT
MARLTON, NJ 08053
Some features on this profile are disabled
CRD#: 7746975
MH

Professional summary

Matthew Christopher Heiser, who also goes by Matt Heiser, is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christopher Heiser'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

April 29, 2026 - Present

LAUREL OAK WEALTH MANAGEMENT, LLC

Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053
RIA
CRD#: 336824
MARLTON, NJ
Past

December 23, 2024 - July 29, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Marlton, NJ
Past

September 5, 2024 - July 29, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Marlton, NJ

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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(4/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/20/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/31/2024
Securities Industry Essentials Examination

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts4,525
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.

Company Information

LAUREL OAK WEALTH MANAGEMENT, LLC

CRD#: 336824Marlton, NJ 08053

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