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Michael James Bytnar is a financial advisor currently registered with TFG Financial Advisors, LLC. Michael is a CERTIFIED FINANCIAL PLANNER™ professional with over 9 years of experience in the financial services industry. Michael has held past registrations with Berthel, Fisher & Company Financial Services, Inc., Questar Capital Corporation, and MML Investors Services, LLC. Michael has a Series 6, Series 62, Series 63, and Series 22 licenses. Michael is also a registered Investment Advisor in both Florida and Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party referral fees
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2
FL
05/01/2019 - Present
TFG Financial Advisors, LLC (NORTH PALM BEACH FL)
MI
09/12/2014 - 05/01/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Plymouth MI)
MI
10/21/2011 - 09/15/2014
QUESTAR CAPITAL CORPORATION (PLYMOUTH MI)
MI
08/16/2010 - 11/02/2011
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/29/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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