Louis Anthony Laselva

Employer firm

Laurel Oak Wealth Management, LLC CRD 336824

$1.40B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Marlton, NJ
• 03/2020 → 07/2025
  Ameriprise Financial Services, Llc
  Marlton, NJ
• 07/2025 → Present
  Laurel Oak Wealth Management, Llc
  Marlton, NJ
• 07/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2002-07-30 → 2025-08-01
  Ameriprise Financial Services, Llc
  Marlton, NJ
  Marlton, NJ
  Marlton, NJ
  Marlton, NJ
  Marlton, NJ
  Marlton, NJ
  Newark, DE
  Princeton, NJ
  Cherry Hill, NJ

Other Businesses

1) Laurel Oak Wealth Management, LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 07/2025. 160 hrs/month; all during trading hours. Client account management. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 07/2025. 5 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Business Ownership; cmrlk llc; oversee day to day operations; pass through llc; 701a rt 73 south, , marlton, NJ, 08053; Not Investment-Related; 01/01/2008; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-23
• S63 Uniform Securities Agent State Law Examination
  1999-06-18

Other Names

• Louis Anthony Laselva
• Louis Anthony Laselva
• Louis Anthony La Selva