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461 S Main St, Plymouth, MI 48170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED_RES | 2026-03-02 |
| MI | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Asset Management, Inc. | Southfield | MI | 08/2010 | Present |
| Bfc Planning, Inc. | Plymouth | MI | 09/2014 | 04/2019 |
| Berthel Fisher & Company Financial Services, Inc. | Plymouth | MI | 09/2014 | 04/2019 |
| Tfg Financial Advisors, Llc | North Palm Beach | FL | 04/2019 | 11/2025 |
| Affinity Wealth Management Llc | Plymouth | MI | 10/2025 | Present |
1. AFFINITY ASSET MANAGEMENT-Y-PLYMOUTH, MI-FIXED INSURANCE-CO FOUNDER-8/2010-100-50-MANAGEMENT, SALES, RECORDKEEPING. 2. THE AFFINITY GROUP OF COMPANIES-Y-PLYMOUTH, MI-DBA FOR RIA-CO FOUNDER & CHIEF INVESTMENT OFFICER-7/2010-100-80-RIA BUSINESS. 2. Brooke James Properties, LLC - We own two rental units that we manage. No commissions, we are paid in rents. Maybe 2-4 hours per month spent on this. 3. Brooke James Consulting, LLC - Consulting work, paid based on time spent consulting 4. Integrated Trust Systems; investment related: No; Location: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200 Scottsdale Arizona 85258 USA; Description of the business: ITS provides a digital / online trust that includes documents like a will, financial power of attorney, healthcare power of attorney; Position Title: Referrer / Sales; Responsibilities Duties: provide assistance for a client to enroll in the Integrated Trust Services online platform for the establishement of a trust and associated documents. We do not provide any legal advice. We only refer and may help them sign up.; Start date with business: 2026-06-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-09 |
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