Adviser and broker representative · Laurel Oak Wealth Management, LLC
Christopher J. Heiser
CRD 2371255 · Marlton, NJ
At a glance
Christopher J. Heiser is an investment adviser representative with Laurel Oak Wealth Management, LLC in Marlton, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Christopher’s SEC record dates to 2002, about 24 years ago. Christopher is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Laurel Oak Wealth Management, LLCSince July 2025Marlton, NJ · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Christopher’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.