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Laurel Oak Wealth Management, LLC CRD 336824
$1.40B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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 |
| PA | RA | APPROVED | 2025-07-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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, Llc | Marlton | NJ | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
1) LAUREL OAK WEALTH MANAGEMENT. Investment related. At registered location. RIA. IAR. 7/24/2025. 160. 160 during securities trading hours. Management. 2) LAUREL OAK WEALTH MANAGEMENT. Investment related. At registered location. Fixed Insurance. Agent. 10. 10 during securities trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-01 |
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