David Freisner, financial advisor Overland Park KS

David Freisner

CRD Number: 5047016
Current Firm: Fortune Financial Advisors, LLC

David Freisner (CRD# 5047016) is an Investment Advisor Representative working at Fortune Financial Advisors, LLC in Overland Park, KS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fortune Financial Advisors, LLC Overland Park, KS Mar 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David W. Freisner
Phone Number: 913-393-0038
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $443,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, KS, MO, TX

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