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TB

Theodore K. Bugenski

WILLIAM MACK & ASSOCIATES
Troy, MI 48098
Some features on this profile are disabled
CRD#: 2167202
TB

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

BD
CRD#: 10332
HUDSON, OH
Past

November 20, 1991 - January 7, 1992

KEOGLER, MORGAN & COMPANY, INC.

BD
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".
WM
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)

Exams

State Security Law Exam
RR
Series 63
Date: 11/27/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/3/1991
General Securities Representative Examination

Current Firm

WM
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
22

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts983
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.

Company Information

WILLIAM MACK & ASSOCIATES INC

CRD#: 107377Troy, MI 48098

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