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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®, ChFC®

Private Wealth Advisor

Managing Partner of
Laurel Oak Wealth Management Group
29
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

Interests

  • Playing Golf with friends, clients and in a Thursday night men's league
  • Exercising, including running, weightlifting and participating in Spartan races
  • Spending time down the shore with my family
  • Watching my daughter play soccer and my sons play lacrosse

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2017
  • Ameriprise Circle of Success, 2002-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • B.A. Economics, Rutgers College

Professional associations

  • Financial Planning Association