David Loesser has been Chief Executive Officer, Founder, and Managing Member of The Estate Planners Group since January 2002, is a control person of the firm and directly owns 75% or more of it. David Loesser holds a Bachelor's degree from The College of New Jersey and an Executive MBA in Asset and Wealth Management from Carnegie Mellon's Tepper School of Business, HEC Lausanne University and The Swiss Finance Institute.
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.
David Loesser is Chief Executive Officer & Founder of The Estate Planners Group. He established the firm in 2001 and serves as its Chief Executive Officer. He is a veteran of the financial services industry and has worked for over twenty years helping seniors.
David Loesser’s longest registration is the current one, 23 years at The Estate Planners Group since 2003. Before joining The Estate Planners Group in 2003, David Loesser was registered through Freedom Asset Management, Inc.
- The Estate Planners GroupCurrent– present · 23 yearsYardley, PA · Adviser representative · Firm CRD 124418
- Freedom Asset Management, Inc.– · under a yearHamilton Square, NJ · Adviser representative · Firm CRD 109654
Professional designations
Listed by The Estate Planners Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
David Loesser is registered as an investment adviser representative in 3 states. The first approvals date from May 2003; the most recent is Florida, in January 2012.
- FloridaSince 12 January 2012
- New JerseySince 27 May 2003
- PennsylvaniaSince 15 August 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 September 2002 |
| Series 7 | General Securities Representative Examination | 28 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 January 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Wayne Loesser
- CRD
- 3177524
- Firm
- The Estate Planners Group · CRD 124418
- Role
- Chief Executive Officer, Founder, and Managing Member
- Office
- 37 S Delaware Ave, Ste 1, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- epgnow.net
Where does David Loesser work?
David Loesser has been Chief Executive Officer, Founder, and Managing Member of The Estate Planners Group LLC since January 2002, and is a control person of the firm.
Is David Loesser a financial advisor?
Yes. David Loesser has a current investment-adviser registration in Florida, New Jersey and Pennsylvania, through The Estate Planners Group since May 2003.
How many years of experience does David Loesser have?
David Loesser has 23 years in the financial industry, since March 2003, across 2 adviser firms.
What exams has David Loesser passed?
David Loesser has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in January 1999.
Where did David Loesser work before The Estate Planners Group?
Before The Estate Planners Group, David Loesser was registered through Freedom Asset Management, Inc., November 2002 to December 2002.
Where is David Loesser based?
David Loesser’s registered office is in Yardley, PA.
Is David Loesser registered with FINRA?
No. David Loesser has no current broker registration.
Is David Loesser a CFP?
The Estate Planners Group lists David Loesser with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Loesser’s record?
Search CRD 3177524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Loesser’s full registration record.