Theodore Bytnar, financial advisor North Palm Beach FL

Theodore Bytnar

CRD Number: 4163386
Current Firm: Tfg Financial Advisors, LLC

Theodore Bytnar (CRD# 4163386) is an Investment Advisor Representative working at Tfg Financial Advisors, LLC in North Palm Beach, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Tfg Financial Advisors, LLC North Palm Beach, FL Jan 2022 - Current < 1
Affinity Asset Management Plymouth, MI Jun 2010 - Current 11
Lifestyle Financial Group Southfield, MI Sep 2009 - Jan 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Theodore G. Bytnar
Phone Number: (561) 209-1120
Firm Website:
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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