William Mack & Associates Inc.

William Mack & Associates Inc. (CRD# 107377) is a financial advisory firm headquartered in Troy, MI. They manage $306,079,575 in 467 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $655,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, TX

Financial Advisors at William Mack & Associates Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Theodore K. Bugenski
CRD#: 2167202
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
96
Wealthminder
score

Theodore Bugenski (CRD# 2167202) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 26 years of experience in the finance industry. Theodore Bugenski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth L. Klegon
CRD#: 1139339
Ludington, MI
96
Wealthminder
score

Kenneth Klegon (CRD# 1139339) is an Investment Advisor Representative working at William Mack & Associates Inc. in Ludington, MI and has over 34 years of experience in the finance industry. Kenneth Klegon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William Mack
CRD#: 1434254
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
96
Wealthminder
score

William Mack (CRD# 1434254) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 32 years of experience in the finance industry. William Mack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gino M. Paliaroli
CRD#: 6765841
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
90
Wealthminder
score

Gino Paliaroli (CRD# 6765841) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has 1 year of experience in the finance industry. Gino Paliaroli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Linda J. Smith
CRD#: 6765666
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
90
Wealthminder
score

Linda Smith (CRD# 6765666) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has 1 year of experience in the finance industry. Linda Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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