Konza Global Wealth Group
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 331692
- Registered since
- June 28, 2024
- Website
- konzaglobal.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.34%
- Individuals19.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Konza Global Wealth Group is an independent registered investment adviser formed as an LLC and owner-operated. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and investor education through publications and workshops. Its fee arrangements include both a percentage-of-assets model and fixed fees. Konza reports it is not an active ESG investor and does not identify as a multi-state adviser on its filing; it became SEC-registered in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities43%
- Private Funds2%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
1 of 1
David Freisner
CEO & Wealth AdvisorCRD 5047016
Contacts
1 of 1
Jacob Bossert
Wealth AdvisorCRD 7593516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 10740 Nall Ave
- Time zone
- CT (UTC-6)
- Office locations
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