David J. Donze

FREEDOM WEALTH LLC

Appleton, WI 54911

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CRD#: 6436008

Professional summary

David John Donze is a registered financial advisor currently at FREEDOM WEALTH LLC located in Appleton, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. David has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Donze CPA LLC Non-Investment Related. Accounting. Owner. 02/2015. 64 Hrs/Month. 2. LD Properties LLC, 2LD Properties LLC, 3LD LLC; Non-Investment Related; Appleton, WI; Real Estate; Member; Started 08/2019, 10/2022, and 08/2020 respectively. Less than 5% of time spent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Donze's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 3, 2023 - Present

FREEDOM WEALTH LLC

Office #1: 2935 N. Ballard Rd. Suite 2, Appleton, WI 54911

RIA

CRD#: 327278

Appleton, WI

Past

October 27, 2020 - July 18, 2023

KOM WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 142682

APPLETON, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(7/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/2019

Uniform Investment Adviser Law Examination

Current Firm

FREEDOM WEALTH LLC

CRD#: 327278 / SEC#:

Wisconsin

Registered Investment Advisory firm - (7/3/2023 Approved)

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Contact information

Main Address

2935 N. Ballard Rd. Suite 2, Appleton, WI 54911

Mailing Address

Phone number

(920) 843-9800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 3,792,765

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David J. Donze

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Donze's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM WEALTH LLC

KOM WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2019

Current Firm

FREEDOM WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM WEALTH LLC

TRUST BUT VERIFY

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