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David W Freisner

Investment adviser representative at Konza Global Wealth Group
14 yearsExperience
3 statesRegistered in
$125.2MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Konza Global Wealth GroupJul 2024 to now
  2. Konza Global Advisory, LLCMay 2024 to now
  3. Fortune Financial Advisors, LLCMar 2012 to Sep 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, TX).

Konza Global Wealth Group

Legal name: Konza Global Advisory, LLC

$125.2MAssets managed
112Clients
2Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5047016
Firm CRD
331692
Advisor's SEC record (opens in a new tab)
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