Christopher Loesser has been an investment adviser representative at The Estate Planners Group since August 2025, and is not listed among the firm’s executive officers or direct owners. Christopher Loesser holds a Bachelor's degree from The College of New Jersey.
The Estate Planners Group LLC is a Yardley, PA firm with $422M under management, 342 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Christopher Loesser is Financial Advisor of The Estate Planners Group. He began his career in financial services in 2004 before moving into leadership roles with a national non-profit, most recently as an Associate National Director. He also founded a consulting firm, where he worked directly with more than 160 individual organizational leaders, and he has served as a consultant for several national classical school networks.
- The Estate Planners GroupCurrent– present · 1 yearYardley, PA · Adviser representative · Firm CRD 124418
Investment adviser representative registrations
Christopher Loesser is registered as an investment adviser representative in 3 states. The first approvals date from August 2025; the most recent is Florida, in September 2025.
- FloridaSince 15 September 2025
- New JerseySince 4 September 2025
- PennsylvaniaSince 28 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Christopher David Loesser
- CRD
- 8151966
- Firm
- The Estate Planners Group · CRD 124418
- Office
- 37 S. DELAWARE AVENUE, SUITE 1, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- epgnow.net
Where does Christopher Loesser work?
Christopher Loesser is an investment adviser representative registered through The Estate Planners Group LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Loesser a financial advisor?
Yes. Christopher Loesser has a current investment-adviser registration in Florida, New Jersey and Pennsylvania, through The Estate Planners Group since August 2025.
How many years of experience does Christopher Loesser have?
Christopher Loesser has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Christopher Loesser passed?
Christopher Loesser passed the Series 65 in August 2025.
Where is Christopher Loesser based?
Christopher Loesser’s registered office is in Yardley, PA.
Is Christopher Loesser registered with FINRA?
No. Christopher Loesser has no current broker registration.
How can I verify Christopher Loesser’s record?
Search CRD 8151966 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Loesser’s full registration record.