Jacob Bossert
Konza Global Wealth Group · Chicago, Illinois
Jacob Bossert is a fee-only financial advisor at Konza Global Wealth Group in Chicago, Illinois, who holds the CFP and ChFC credentials. Jacob 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.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | Konza Global Wealth Group |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $125.2M across 294 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL, KS · CRD 7593516 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | konzaglobal.com |
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Questions about Jacob
Is Jacob Bossert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob's firm, Konza Global Wealth Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Bossert based?
Jacob Bossert is based in Chicago, Illinois.
What does Jacob specialize in?
Jacob's specialties include equity compensation, retirement planning and tax planning. Jacob works with executives and retirees.
What credentials does Jacob Bossert hold?
Jacob Bossert holds the CFP and ChFC credentials.
Is Jacob Bossert registered with the SEC?
Yes. Jacob Bossert is registered as an investment adviser representative in IL and KS (CRD 7593516), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Jacob Bossert?
Through Jacob's website, konzaglobal.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Konza Global Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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