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Our financial advice team


Christopher J Heiser, Private Wealth Advisor serving the Marlton, NJ area - Ameriprise Advisors

Christopher J Heiser

CFP®

Private Wealth Advisor

Laurel Oak Wealth Management Group
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A. Economics, Rutgers College

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2017
  • Ameriprise Circle of Success, 2002-2021

Professional associations

  • Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Playing Golf with friends, clients and in a Thursday night men's league.
  • Exercising, including running and weightlifting.
  • Spending time with my family at the beach.
  • Ski trips with my family.