Christopher Joseph Heiser
Investment adviser representative at Laurel Oak Wealth Management, LLC
21 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Laurel Oak Wealth Management Group, LLCAug 2025 to now
- Pks InvestmentsAug 2025 to now
- Laurel Oak Wealth Management, LLCJul 2025 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jul 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (DE, NJ).
Laurel Oak Wealth Management, LLC
$1.4BAssets managed
4,662Clients
14Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2371255
- Firm CRD
- 336824