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Matthew Christopher Heiser

Laurel Oak Wealth Management, LLC

Marlton, NJ

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Current Employers
Laurel Oak Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-29
  • NJ RA
    APPROVED
    Since 2026-04-29

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
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Marlton NJ 08/2024 07/2025
Borough Of Ship Bottom Ship Bottom NJ 06/2018 08/2024
Cola's Restaurant Columbia SC 08/2022 05/2024
Bird And Betty's Beach Haven NJ 05/2022 08/2022
Anchor Produce Market Surf City NJ 05/2017 09/2017
University Of South Carolina Columbia SC 08/2020 05/2024
Bishop Eustace Preparatory School Pennsauken NJ 09/2016 05/2020
Laurel Oak Wealth Management, Llc Marlton NJ 07/2025 Present
  • 08/2024 → 07/2025
    Marlton, NJ
  • 06/2018 → 08/2024
    Borough Of Ship Bottom
    Ship Bottom, NJ
  • 08/2022 → 05/2024
    Cola's Restaurant
    Columbia, SC
  • 05/2022 → 08/2022
    Bird And Betty's
    Beach Haven, NJ
  • 05/2017 → 09/2017
    Anchor Produce Market
    Surf City, NJ
  • 08/2020 → 05/2024
    University Of South Carolina
    Columbia, SC
  • 09/2016 → 05/2020
    Bishop Eustace Preparatory School
    Pennsauken, NJ
  • 07/2025 → Present
    Marlton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20
Other Names
  • Matt Heiser

View on SEC IAPD

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