Christopher Heiser is a CFP, ChFC-designated registered investment advisor, based in Marlton, NJ, with 32 years of industry experience.
Location
525 Nj-73, Suite 200, Marlton, NJ, 08053
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher has two "other" business activities, both starting in 2008 and 2013 respectively. He dedicates minimal time to these activities, which are not investment-related.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 9 mos
Laurel Oak Wealth Management, LLC
July 2025 - Present · 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2002 - August 2025 · 23 yrs 1 mo
Ameriprise Financial Services, LLCBroker
February 1994 - August 2025 · 31 yrs 6 mos
Ids Life Insurance CompanyBroker
September 1993 - July 2006 · 12 yrs 10 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.