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Christopher David Loesser

The Estate Planners Group

Yardley, PA

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Current Employers
The Estate Planners Group

37 S. Delaware Avenue Suite 1, Yardley, PA 19067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-15
NJ RA APPROVED 2025-09-04
PA RA APPROVED 2025-08-28
  • FL RA
    APPROVED
    Since 2025-09-15
  • NJ RA
    APPROVED
    Since 2025-09-04
  • PA RA
    APPROVED
    Since 2025-08-28

Branch Locations

37 S. Delaware Avenue Suite 1, Yardley, PA 19067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intervarsity Christian Fellowship / Usa Madison WI 11/2011 06/2025
Northgreen Consulting Llc Langhorne PA 08/2022 Present
Hundredfold Consulting Llc Fairfax VA 08/2022 Present
  • 11/2011 → 06/2025
    Intervarsity Christian Fellowship / Usa
    Madison, WI
  • 08/2022 → Present
    Northgreen Consulting Llc
    Langhorne, PA
  • 08/2022 → Present
    Hundredfold Consulting Llc
    Fairfax, VA
Other Businesses

Northgreen Consulting LLC Not investment related 126 N Green St, Langhorne, PA 19047 Non-profit consulting Principal/owner August 2022 Approximately 3 hours per month 0 hours Coaching

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-27
  • S65 Uniform Investment Adviser Law Examination
    2025-08-27

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