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TB

Theodore G. Bytnar

AFFINITY WEALTH MANAGEMENT
PLYMOUTH, MI 48170
Some features on this profile are disabled
CRD#: 4163386
TB

Professional summary

Theodore Gordon Bytnar is a registered financial advisor currently at AFFINITY WEALTH MANAGEMENT, LLC located in Plymouth, Michigan.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Theodore has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Gordon Bytnar's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 22, 2025 - Present

AFFINITY WEALTH MANAGEMENT, LLC

Office #1: 461 S Main St, Plymouth, MI 48170
RIA
CRD#: 338239
PLYMOUTH, MI
Past

January 7, 2022 - November 20, 2025

AUREUM WEALTH MANAGEMENT, LLC

RIA
CRD#: 272027
Plymouth, MI
Past

March 23, 2010 - November 14, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SOUTHFIELD, MI
Past

December 1, 2006 - March 30, 2007

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MILFORD, MI
Past

April 5, 2005 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MILFORD, MI
Past

March 5, 2004 - April 4, 2005

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
ANN ARBOR, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/15/2025)
IAR
Michigan
(10/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/17/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/2010
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 3/4/2004
General Securities Representative Examination

Current Firm

AW
AFFINITY WEALTH MANAGEMENT, LLC
AFFINITY WEALTH MANAGEMENT LLC | AFFINITY WEALTH MANAGEMENT, LLC

CRD#: 338239 / SEC#:

Florida
Registered Investment Advisory firm - (12/15/2025 Approved)
Michigan
Registered Investment Advisory firm - (9/18/2025 Approved)
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Contact information

Main Address
461 S Main St, Plymouth, MI 48170
Mailing Address
Phone number
(734) 404-6977
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AFFINITY WEALTH MANAGEMENT, LLC

CRD#: 338239Plymouth, MI 48170

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