Christopher David Loesser
Investment adviser representative at The Estate Planners Group
15 yearsExperience
3 statesRegistered in
$422.1MFirm assets
9 yearsFirm in business
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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
15 years in the industry.
- The Estate Planners GroupAug 2025 to now
- Hundredfold Consulting LLCAug 2022 to now
- Northgreen Consulting LLCAug 2022 to now
- Intervarsity Christian Fellowship / USANov 2011 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8151966
- Firm CRD
- 124418