Theodore Bugenski has been Secretary of Executive Financial Services since January 2008, is a control person of the firm and directly owns between 10% and 25% of it.
Executive Financial Services Inc is a Livonia, MI firm with $199M under management, 189 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Theodore Bugenski’s longest registration is the current one, 20 years at William Mack & Associates Inc since 2006.
- William Mack & Associates IncAlso current– present · 20 yearsTroy, MI · Adviser representative · Firm CRD 107377
Investment adviser representative registrations
Theodore Bugenski is registered as an investment adviser representative in 3 states. The first approvals date from June 2006; the most recent is Florida, in June 2025.
- FloridaSince 19 June 2025
- MichiganSince 4 February 2010
- TexasSince 7 June 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 27 November 1991 |
| Series 7 | General Securities Representative Examination | 3 September 1991 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Theodore Karl Bugenski
- CRD
- 2167202
- Firm
- Executive Financial Services · CRD 110180
- Role
- Secretary
- Office
- 33762 SCHOOLCRAFT ROAD, 2ND FLOOR, Livonia, MI 48150
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Theodore Bugenski work?
Theodore Bugenski has been Secretary of Executive Financial Services Inc since January 2008, and is a control person of the firm.
Is Theodore Bugenski a financial advisor?
Yes. Theodore Bugenski has a current investment-adviser registration in Florida, Michigan and Texas, through Executive Financial Services since July 2012.
How many years of experience does Theodore Bugenski have?
Theodore Bugenski has 20 years in the financial industry, since June 2006, across 2 adviser firms.
What exams has Theodore Bugenski passed?
Theodore Bugenski has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 1991.
Where is Theodore Bugenski based?
Theodore Bugenski’s registered office is in Livonia, MI.
Is Theodore Bugenski registered with FINRA?
No. Theodore Bugenski has no current broker registration.
How can I verify Theodore Bugenski’s record?
Search CRD 2167202 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Theodore Bugenski’s full registration record.