Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Schultz is a registered investment advisor with Leo Wealth, LLC and has over 30 years of experience in the financial services industry. William has been associated with Leo Wealth, LLC since August of 2021 and is licensed in Texas. Previously, William was associated with BFT Financial Group, LLC in Bedford, TX from January 2002 to August 2021, and also from August 2002 to August 2021. Prior to that, William was associated with World Choice Securities, Inc. from April 1999 to March 2002, and also with Securities America, Inc. from March 1997 to April 1999. William has a strong background in financial planning, portfolio management, and selection of other advisors. William David Schultz specializes in working with high-net-worth individuals, corporations, and pension plans. William is also a licensed life and health insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
TX
10/11/2021 - Present
LEO Wealth, LLC (HURST TX)
OH
04/20/1999 - 03/19/2002
WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)
NE
03/03/1997 - 04/19/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/03/1992 - 03/20/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/03/1992 - 03/20/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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