Theodore K. Bugenski

WILLIAM MACK & ASSOCIATES

Troy, MI 48098

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CRD#: 2167202

Professional summary

Theodore Karl Bugenski, CFP®, who also goes by Ted Bugenski, is a registered financial advisor currently at WILLIAM MACK & ASSOCIATES INC located in Troy, Michigan and CND FINANCIAL located in Livonia, Michigan.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Theodore has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Bugenski

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 Karl Bugenski'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®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

June 7, 2006 - Present

WILLIAM MACK & ASSOCIATES INC

Office #1: 1301 W. Long Lake Rd., Suite 115, Troy, MI 48098

RIA

CRD#: 107377

Troy, MI

Current

July 26, 2012 - Present

CND FINANCIAL

Office #1: 33762 Schoolcraft 2nd Floor, Livonia, MI 48150

RIA

CRD#: 110180

LIVONIA, MI

Past

February 24, 1992 - November 29, 2002

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

November 20, 1991 - January 7, 1992

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

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".

WILLIAM MACK & ASSOCIATES INC

MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA

Registered Investment Advisory firm - (9/3/1992 Approved)

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
(6/19/2025)

IAR

Michigan
(2/4/2010)

IAR

Texas
(6/7/2006)

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

Series 63

Date: 11/27/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/3/1991

General Securities Representative Examination

Current Firm

WILLIAM MACK & ASSOCIATES INC

MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA

Registered Investment Advisory firm - (9/3/1992 Approved)

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Contact information

Main Address

1301 W. Long Lake Rd., Suite 115, Troy, MI 48098

Mailing Address

Phone number

(248) 643-4310

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WMA ADV 2A BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	983
AUM (Assets Under Management)	$ 820,394,535

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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Theodore K. Bugenski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Karl Bugenski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM MACK & ASSOCIATES INC

CND FINANCIAL

VESTAX SECURITIES CORPORATION

KEOGLER, MORGAN & COMPANY, INC.

Primary Firm SEC Registration

WILLIAM MACK & ASSOCIATES INC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/27/1991

Series 7

Date: 9/3/1991

Current Firm

WILLIAM MACK & ASSOCIATES INC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLIAM MACK & ASSOCIATES INC

TRUST BUT VERIFY

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