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Advisor

David Freisner

Konza Global Wealth Group · Overland Park, Kansas

David Freisner is a fee-only financial advisor at Konza Global Wealth Group in Overland Park, Kansas. David focuses on equity compensation, retirement planning and tax planning. Konza Global Wealth Group reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Specialties

Who they serve

  • Executives
  • Retirees

Facts

FirmKonza Global Wealth Group
Based in Overland Park, Kansas
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Accepting new clientsYes
Assets under management$125.2M across 294 accounts
SEC registration Investment adviser representative in KS, MO, TX · CRD 5047016
Exams passedSeries 63 (2005) · Series 65 (2007)
Firm size2 employees
Disclosures Reported; see the SEC record
Websitekonzaglobal.com
LinkedInProfile

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Questions about David

Is David Freisner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Konza Global Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does David charge for financial advice?

David's firm, Konza Global Wealth Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is David Freisner based?

David Freisner is based in Overland Park, Kansas.

What does David specialize in?

David's specialties include equity compensation, retirement planning and tax planning. David works with executives and retirees.

Is David Freisner registered with the SEC?

Yes. David Freisner is registered as an investment adviser representative in KS, MO and TX (CRD 5047016), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Konza Global Wealth Group manage?

Konza Global Wealth Group reports $125.2M across 294 accounts in assets under management.

How do I contact David Freisner?

Through David's website, konzaglobal.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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