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William David Schultz

BFT FINANCIAL GROUP, LLC·BEDFORD, Texas
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record24 years registeredBFT FINANCIAL GROUP, LLC
2312 SCHOOL LANE, BEDFORD, TX 76021CRD# 2219862Firm CRD# 109121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William David Schultz · BEDFORD, TX
Registration
CRD #2219862 · BFT FINANCIAL GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

LEO WEALTH AMERICAS, LLC
Apr 2026 – present
LEO BROKERAGE, LLC
Jan 2002 – present
LEO WEALTH, LLC
Oct 2021 – Jun 2026
EDISON, NJ
BFT FINANCIAL GROUP, LLC
Aug 2002 – Jan 2022
HURST, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Series 99TO
Registration record
First registered · January 16, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BFT FINANCIAL GROUP, LLC
CRD 109121 · SEC 801-57022
AUM
$609M
Regulatory assets under management
Employees
22
3,226 client accounts
Services offered by BFT FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BFT FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does William David Schultz offer?
William David Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, Texas for a consultation.
What are William David Schultz's credentials?
William David Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Schultz located?
William David Schultz is based in BEDFORD, Texas, working with BFT FINANCIAL GROUP, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does William David Schultz charge for services?
William David Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BFT FINANCIAL GROUP, LLC?
BFT FINANCIAL GROUP, LLC has approximately 22 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BFT FINANCIAL GROUP, LLC

Sammy Doyal Tally
BEDFORD, TX
CFP
Earl Stephen Freeman
BEDFORD, TX
CFP
John Anthony Sivo
HURST, TX

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