David Wayne 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  The Estate Planners Group
  Yardley, PA

Previous Registrations

• 2002-11-05 → 2002-12-31
  Freedom Asset Management, Inc.
  Hamilton Square, NJ

Other Businesses

xE Fund MGR, LLC Investment related 17071 Tidewater Ln, Fort Myers, FL 33908 Manager of 2 pooled investment vehicles Managing member Started August 2024 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investment managers xE Fund Advisory, LLC Investment related 17071 Tidewater Ln, Fort Myers, FL 33908 Adviser to 2 pooled investment vehicles Managing member Started November 2024 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investments Hamilton Asset Advisers, LLC Investment related 37 S Delaware Ave, Ste 1A, PA 18977 Manager of 1 pooled investment vehicles Managing Member Started January 1, 2009 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investment managers

Exams

• S66 Uniform Combined State Law Examination
  2002-09-04
• S63 Uniform Securities Agent State Law Examination
  1999-12-28

Designations

• Certified Financial Planner