Bft Financial Group, LLC

Bft Financial Group, LLC (CRD# 109121) is a financial advisory firm headquartered in Bedford, TX. They manage $600,446,215 in 3,746 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    3,746
    ACCOUNTS
  • Average Account Value
    $160,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IA, IN, LA, MI, MN, NC, NE, NJ, NM, NV, NY, OK, TX, VA

Financial Advisors at Bft Financial Group, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Kenneth C. Boothe
CRD#: 4339109
Big Spring, TX 79720

Kenneth Boothe (CRD# 4339109) is an Investment Advisor Representative working at Bft Financial Group, LLC in Big Spring, TX and has over 18 years of experience in the finance industry.

2
Travis H. Crowell
CRD#: 5023904
Bedford, TX 76021

Travis Crowell (CRD# 5023904) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 12 years of experience in the finance industry.

3
Jimmy D. Curtis
CRD#: 1155933
Amarillo, TX 79106

Jimmy Curtis (CRD# 1155933) is an Investment Advisor Representative working at Bft Financial Group, LLC in Amarillo, TX and has over 36 years of experience in the finance industry.

4
Richard P. Dirkse
CRD#: 1676153
Rockwall, TX 75087

Richard Dirkse (CRD# 1676153) is an Investment Advisor Representative working at Bft Financial Group, LLC in Rockwall, TX and has over 32 years of experience in the finance industry. Richard Dirkse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Earl S. Freeman
CRD#: 1300165
Gilbert, AZ 85295

Earl Freeman (CRD# 1300165) is an Investment Advisor Representative working at Bft Financial Group, LLC in Gilbert, AZ and has over 35 years of experience in the finance industry. Earl Freeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Daniel S. Grieb
CRD#: 2706488
Omaha, NE 68137

Daniel Grieb (CRD# 2706488) is an Investment Advisor Representative working at Bft Financial Group, LLC in Omaha, NE and has over 24 years of experience in the finance industry.

7
Oscar Jackson
CRD#: 2599574
Bedford, TX 76021

Oscar Jackson (CRD# 2599574) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 24 years of experience in the finance industry.

8
Charles W. McKenzie
CRD#: 6923241
Bedford, TX 76021

Charles McKenzie (CRD# 6923241) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has 1 year of experience in the finance industry.

9
Sharon M. Medina
CRD#: 2622464
Victoria, TX 77904

Sharon Medina (CRD# 2622464) is an Investment Advisor Representative working at Bft Financial Group, LLC in Victoria, TX and has over 24 years of experience in the finance industry.

10
William J. Niles
CRD#: 4588184
Wichita Falls, TX 76309

William Niles (CRD# 4588184) is an Investment Advisor Representative working at Bft Financial Group, LLC in Wichita Falls, TX and has over 12 years of experience in the finance industry.

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