David Donze
Advisor at Freedom Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Freedom Wealth LLC
Location
Appleton, WI 54911
Credentials
Series 65
Industry experience
5 years
About
David Donze is a financial advisor at Freedom Wealth LLC in Appleton, WI, holding a Series 65 designation with five years of industry experience. He also owns Donze CPA LLC, an accounting firm, and is involved in several real estate entities. Freedom Wealth LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and select corporate clients, utilizing fundamental analysis and tailored investment strategies.
Expertise
Based on Freedom Wealth LLC
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $499,999: 0.90% $500,000 - $999,999: 0.85% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.75% $2,000,000 - $2,499,999: 0.70% $2,500,000 - $2,999,999: 0.65% $3,000,000 - $3,499,999: 0.60% $3,500,000 - $3,999,999: 0.55% $4,000,000+: 0.50%
Fee-only: Annual investment advisory fee charged quarterly in advance based on total household assets under management per tiered schedule; fees are negotiable.
Location
2935 N. Ballard Rd., Suite 2
Appleton, WI 54911
Most active in
David D has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Freedom Wealth LLC
2023 - Present (3 years)
2LD Properties LLC
2022 - Present (4 years)
McGlone Real Estate Properties LLC
2022 - 2023 (1 year)
3LD LLC
2020 - Present (6 years)
Kerntke Otto McGlone Wealth Management LLC
2020 - 2023 (3 years)
LD Properties LLC
2019 - Present (7 years)
Donze CPA LLC
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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