Advisor at Affinity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Affinity Wealth Management, LLC
Location
Plymouth, MI 48170
Credentials
Series 65
Industry experience
< 1 year
Ian Porzondek is a financial advisor at Affinity Wealth Management, LLC in Plymouth, MI, holding a Series 65 designation. He has experience at Saint Clair Systems and Suburban Ford of Sterling Heights prior to joining Affinity Wealth Management in 2025. Porzondek is also a licensed insurance agent engaged in insurance sales through The Affinity Group of Companies. Affinity Wealth Management provides portfolio management and creates Investment Policy Statements tailored to clients’ goals, time horizons, and risk tolerance. The firm serves individuals and high-net-worth clients, employing a long-term trading approach that integrates charting, fundamental and technical analysis, and modern portfolio theory across a broad investable universe.
Based on Affinity Wealth Management, LLC
Based on Affinity Wealth Management, LLC
Up to 1.90%
$250 per hour, negotiable
461 S Main St
Plymouth, MI 48170
Michigan
Affinity Wealth Management LLC
2025 - Present (1 year)
TFG Financial Advisors, LLC
2025 - 2025 (1 year)
The Affinity Group of Companies (TFG Financial Advisors dba)
2025 - Present (1 year)
Unemployed
2023 - 2024 (1 year)
Saint Clair Systems
2017 - 2023 (6 years)
Suburban Ford of Sterling Heights
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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