David Wayne Loesser
Investment adviser representative at The Estate Planners Group
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$422.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- The Estate Planners GroupMay 2006 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
The Estate Planners Group
Legal name: The Estate Planners Group LLC
$422.1MAssets managed
342Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3177524
- Firm CRD
- 124418