Christopher David Loesser

Employer firm

The Estate Planners Group CRD 124418

$422M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars
ADVICE ON INSURANCE PRODUCTS

From the firm’s Form ADV. Read the guides:

Current Employers

The Estate Planners Group

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-27

S65 Uniform Investment Adviser Law Examination

2025-08-27

View on SEC IAPD

Employer firm

Current Employers

The Estate Planners Group

Disclosures

Employment History

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