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David Wayne Loesser

THE Estate Planners Group

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About David Wayne Loesser

David Wayne Loesser is a financial advisor with The Estate Planners Group. David Loesser has been with The Estate Planners Group since 2006. David Loesser specializes in providing financial planning, portfolio management, and insurance product advice. David Loesser has been in the financial industry since 1999. He is registered to provide investment advice in Pennsylvania, New Jersey and Florida.

Firm Information

David Loesser is currently registered with THE Estate Planners Group. THE Estate Planners Group, located in Yardley, PA, is a registered investment advisor with $328.6 million in regulatory assets under management. The firm offers financial planning, portfolio management, and educational seminars, primarily to high-net-worth individuals and individuals other than high-net-worth. They also provide advice on insurance products and select other advisors for clients.
THE Estate Planners Group

37 S. DELAWARE AVENUE

YARDLEY, PA 19067

$328.60M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on insurance products

Advice on insurance products

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Loesser’s Registration & Firm History

PA

08/15/2003 - Present

THE Estate Planners Group (WASHINGTON CROSSING PA)

NE

03/12/2002 - 12/31/2002

FREEDOM FINANCIAL, INC. (OMAHA NE)

NJ

01/29/1999 - 07/11/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 09/04/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/27/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Wayne Loesser.
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