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RIA / WealthAdvisorCertified Financial Planner26 years in industry

DAVID WAYNE LOESSER

Advisor at THE ESTATE PLANNERS GROUP

Yardley, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:662d1199-3b95-7a7e-5d8f-e2038797c1d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Nov 5, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

David Wayne Loesser

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE ESTATE PLANNERS GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 28, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 28, 1999
First registration: Nov 5, 2002
Dual registered: no
IAPD individual key: 3177524

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE ESTATE PLANNERS GROUP	Independent wealth	Aug 15, 2003	n/a	yes	Yardley, PA	Current employment
FREEDOM ASSET MANAGEMENT, INC.	n/a	Nov 5, 2002	Dec 31, 2002	no	HAMILTON SQUARE, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FREEDOM ASSET MANAGEMENT, INC.	THE ESTATE PLANNERS GROUP	Dec 31, 2002	Aug 15, 2003	227	Firm change	Other

Relationships

Registered with (2)

→ THE ESTATE PLANNERS GROUPRegistered adviserregistration: current employment
Aug 15, 2003 to presentfactForm ADV
→ FREEDOM ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 5, 2002 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:662d1199-3b95-7a7e-5d8f-e2038797c1d0
First observed: Nov 5, 2002
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAVID WAYNE LOESSER

Advisor at THE ESTATE PLANNERS GROUP

Yardley, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:662d1199-3b95-7a7e-5d8f-e2038797c1d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:49 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

THE ESTATE PLANNERS GROUP

Independent wealth

Aug 15, 2003

n/a

yes

Yardley, PA

Current employment

FREEDOM ASSET MANAGEMENT, INC.

n/a

Nov 5, 2002

Dec 31, 2002

HAMILTON SQUARE, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FREEDOM ASSET MANAGEMENT, INC.

THE ESTATE PLANNERS GROUP

Dec 31, 2002

Aug 15, 2003

227

Firm change

Other