Jacob Edward Hanzel
Investment adviser representative at Laurel Oak Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
1 yearFirm in business
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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
12 years in the industry.
- Laurel Oak Wealth Management, LLCJul 2025 to now
- Ameriprise Financial Services, LLCSep 2021 to now
- Pine Valley Golf ClubJun 2016 to Aug 2021
- Washington Township High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7442927
- Firm CRD
- 336824