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 63, Series 65
Industry experience
4 years
Theodore Bytnar is a financial advisor at Affinity Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TFG Financial Advisors, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Affinity Risk Management LLC and is a licensed residential real estate salesperson. Affinity Wealth Management provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term investment approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, managing a diverse range of securities with discretionary authority.
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
Florida · Michigan · Texas
Affinity Wealth Management LLC
2025 - Present (1 year)
TFG Financial Advisors, LLC
2022 - 2025 (3 years)
Affinity Asset Management
2010 - Present (16 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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