Advisor at Konza Global Wealth Group
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Firm
Konza Global Wealth Group
Location
Overland Park, KS 66211
Credentials
Series 63, Series 65
Industry experience
18 years
David Freisner is a financial advisor at Konza Global Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortune Financial Advisors, LLC for 12 years. Konza Global Wealth Group provides portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach combining cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis, and offers educational seminars and subscription-style client communications.
Based on Konza Global Wealth Group
Based on Konza Global Wealth Group
Up to $5,000 for financial planning
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
10740 Nall Ave., Suite 201
Overland Park, KS 66211
Kansas · Missouri · Texas
Konza Global Advisory, LLC
2024 - Present (2 years)
Fortune Financial Advisors, LLC
2012 - 2024 (12 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 66
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