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Christopher Joseph Heiser

Investment Adviser Representative at LAUREL OAK WEALTH MANAGEMENT, LLC

Marlton, NJCRD #2371255Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
42 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 42 states
AlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisIndianaIowaLouisianaMaineMarylandMassachusettsMichiganMinnesotaMissouriMontanaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/19/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/29/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Laurel OAK Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LAUREL OAK WEALTH MANAGEMENT, LLCCurrent
7/23/2025Marlton, NJ
AMERIPRISE FINANCIAL SERVICES, LLC
7/30/20028/1/2025Newark, DE

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Joseph Heiser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Joseph Heiser - Financial Advisor in Marlton, NJ | AdvisorFinder