Konza Global Wealth Group

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Client assets under management

$125,198,136

Clients

112

29% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,117,841

About

Konza Global Advisory, LLC provides advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, pension consulting, and the selection and oversight of third‑party money managers.

The firm documents client goals and risk tolerance in an Investment Policy Statement and typically seeks discretionary authority to implement and monitor portfolios. Konza Global applies multiple methods of analysis — including cyclical, fundamental, quantitative, technical, and modern portfolio theory — and may implement long‑term trading, margin and options strategies as well as allocations to ETFs, REITs, private equity, hedge funds and interval funds.

Konza Global provides periodic educational seminars and workshops to clients and the general public (noted in the brochure as offered free of charge) and delivers regular reporting, including monthly custodian statements and quarterly reports uploaded to client portals. A principal is licensed as a CPA, though the firm does not provide tax or accounting services, and the adviser typically custodians client assets with Schwab or Fidelity while disclosing receipt of research and related services from custodians.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing

Fee options

Fixed

Fixed fees for creating financial plans up to $5,000.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%

Main office location

Konza Global Wealth Group

10740 Nall Ave., Suite 201

Overland Park KS 66211, United States

Number of offices

Most active in

Illinois · Kansas · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website (913) 318-5980

Advisors at this firm

Jacob B

CFP®, ChFC®, Series 65

Chicago, IL

Konza Global Wealth Group

Jacob Bossert is a CFP® and ChFC® with three years of industry experience. He is currently with Konza Global Wealth Group and previously worked at Fortune Financial Advisors, LLC. Before his advisory career, he spent several years at USSSA. Konza Global Wealth Group serves individuals, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses a diverse investment approach that includes fundamental and quantitative analysis and offers educational seminars and subscription-style client communications.

Options & derivatives strategies Private / alternative investments Real estate investing

David F

Series 63, Series 65

Overland Park, KS

Konza Global Wealth Group

David Freisner is a financial advisor at Konza Global Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortune Financial Advisors, LLC for 12 years. Konza Global Wealth Group provides portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach combining cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis, and offers educational seminars and subscription-style client communications.

Options & derivatives strategies Private / alternative investments Real estate investing

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