Christopher Joseph Heiser

Current Employers

Laurel Oak Wealth Management, Llc

525 Nj-73 Suite 200, Marlton, NJ 08053 • United States

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2025-07-23
NJ	RA	APPROVED	2025-07-23

DE RA
APPROVED

Since 2025-07-23
NJ RA
APPROVED

Since 2025-07-23

Branch Locations

525 Nj-73 Suite 200, Marlton, NJ 08053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Marlton	NJ	09/2005	03/2020
Ameriprise Financial Services, Llc	Marlton	NJ	03/2020	07/2025
Laurel Oak Wealth Management Group, Llc	Marlton	NJ	08/2025	Present
Pks Investments	Albay	NY	08/2025	Present

09/2005 → 03/2020

Ameriprise Financial Services, Inc.

Marlton, NJ
03/2020 → 07/2025

Ameriprise Financial Services, Llc

Marlton, NJ
08/2025 → Present

Laurel Oak Wealth Management Group, Llc

Marlton, NJ
08/2025 → Present

Pks Investments

Albay, NY

Previous Registrations

2002-07-30 → 2025-08-01

Ameriprise Financial Services, Llc

Marlton, NJ

Marlton, NJ

Newark, DE

Princeton, NJ

Medford, NJ

Other Businesses

1. Fixed insurance; Investment related; New Jersey; Fixed/Traditional insurance; Agent; Start date: 08/2025; 5 hrs/month; all during trading hours; Provide insurance advice based on the needs of client(s). 2. Azure Skies; Investment related; Knoxville, TN; Rental Real Estate; Start date: 10/3/25; 5 hrs/month; Zero During Trading Hours; Assist Family Member with Management of Rental Real Estate Firm.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-11-19

S63 Uniform Securities Agent State Law Examination

1993-11-19

Designations

Other Names

Chris Heiser
Christopher J Heiser

View on SEC IAPD