Jacob Michael Bossert
Investment adviser representative at Konza Global Wealth Group
21 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$125.2MFirm assets
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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
21 years in the industry.
- Konza Global Wealth GroupJul 2024 to now
- Konza Global Advisory, LLCMay 2024 to now
- Fortune Financial Advisors, LLCOct 2022 to Sep 2024
- UsssaAug 2015 to Jul 2022
- N/aSep 2005 to Jul 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, KS).
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
- 7593516
- Firm CRD
- 331692