Theodore G. Bytnar

AUREUM WEALTH MANAGEMENT

Plymouth, MI 48170

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CRD#: 4163386

Professional summary

Theodore Gordon Bytnar is a registered financial advisor currently at AUREUM 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.

1. Affinity Risk Management LLC - NOT investment-related 461 S Main Street, Plymouth, MI 48170 Property and Casualty Insurance, Member 08/2013 - 8 hours/month; 4 hours/month during trading, oversee the writing of home & auto

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

January 7, 2022 - Present

AUREUM WEALTH MANAGEMENT, LLC

Office #1: 416 S Main Street, Plymouth, MI 48170

RIA

CRD#: 272027

Plymouth, MI

Current

October 22, 2025 - Present

Office #1: 461 S Main St, Plymouth, MI 48170

PLYMOUTH, MI

Past

March 23, 2010 - November 14, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

SOUTHFIELD, MI

Past

December 1, 2006 - March 30, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MILFORD, MI

Past

April 5, 2005 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MILFORD, MI

Past

March 5, 2004 - April 4, 2005

PARKLAND SECURITIES, LLC

CRD#: 115368

ANN ARBOR, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AUREUM WEALTH MANAGEMENT, LLC

AFFINITY ASSET MANAGEMENT | THE AFFINITY GROUP OF COMPANIES | TFG FINANCIAL ADVISORS, LLC | AUREUM WEALTH MANAGEMENT, LLC

CRD#: 272027 / SEC#: 801-130362

RIA

Registered Investment Advisory firm - (5/24/2024 Approved)

Florida

Registered Investment Advisory firm - (5/29/2024 Terminated)

Michigan

Registered Investment Advisory firm - (6/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/29/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/11/2022)

IAR

Michigan
(1/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/29/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/22/2010

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 3/4/2004

General Securities Representative Examination

Current Firm

AUREUM WEALTH MANAGEMENT, LLC

AFFINITY ASSET MANAGEMENT | THE AFFINITY GROUP OF COMPANIES | TFG FINANCIAL ADVISORS, LLC | AUREUM WEALTH MANAGEMENT, LLC

CRD#: 272027 / SEC#: 801-130362

RIA

Registered Investment Advisory firm - (5/24/2024 Approved)

Florida

Registered Investment Advisory firm - (5/29/2024 Terminated)

Michigan

Registered Investment Advisory firm - (6/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/29/2024 Terminated)

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Contact information

Main Address

772 Us Highway One Ste 100, North Palm Beach, FL 33408

Mailing Address

Phone number

(561) 209-1120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	765
AUM (Assets Under Management)	$ 154,484,042

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.

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Advisor Monitoring

Firm Stability Insights

Theodore G. Bytnar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

PARKLAND SECURITIES, LLC

Primary Firm SEC Registration

AUREUM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2021

Series 63

Date: 3/29/2010

Series 6

Date: 3/22/2010

Series 7

Date: 3/4/2004

Current Firm

AUREUM WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AUREUM WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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