Matthew Christopher Heiser
Investment adviser representative at Laurel Oak Wealth Management, LLC
10 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
10 years in the industry.
- Laurel Oak Wealth Management, LLCJul 2025 to now
- Ameriprise Financial Services, LLCAug 2024 to Jul 2025
- Cola's RestaurantAug 2022 to May 2024
- Bird and Betty'sMay 2022 to Aug 2022
- University of South CarolinaAug 2020 to May 2024
- Borough of Ship BottomJun 2018 to Aug 2024
- Anchor Produce MarketMay 2017 to Sep 2017
- Bishop Eustace Preparatory SchoolSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7746975
- Firm CRD
- 336824