Oklahoma Financial Center

CONNECT

Address:

12436 St. Andrews Dr.
Oklahoma City, OK 73120

Phone:

405.302.2900

Fax/Other:

405.302.2961

Dave Bugos

Dave Bugos

Certified Financial Planner™

David Bugos joined the Oklahoma Financial Center in July 2016 and is a Certified Financial Planner™ with Kestra Advisory Services, LLC. Mr. Bugos provides fee-based financial planning primarily to physicians and other professionals. This includes individual financial plans, income tax, and estate planning strategies, retirement planning, and charitable giving plans, as well as providing general investment advice.

Prior to joining the Oklahoma Financial Center, Mr. Bugos began his career in the financial services industry in 1982 as a Financial Advisor with Country Insurance and Financial Services in Bloomington, Illinois. There he also took on the roles of Associate Agency Manager and later Agency Manager in Illinois, Oregon, and Oklahoma. In 2008, Mr. Bugos transitioned to MetLife Resources, Inc. as the MetLife Retirement Plan Representative at Mercy Hospital in Oklahoma City.

Mr. Bugos is a graduate of the University of Illinois and holds a Bachelor of Science degree as well as a Master of Science degree. During his career, Mr. Bugos earned the designation of Certified Financial Planner™. in 1997 through the College for Financial Services. Mr. Bugos holds several licenses with the U.S. Financial Industry Regulatory Authority (FINRA): Series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative), 26 (Investment Company and Variable Contracts Products Principal Exam), and 63 (Uniform Securities Agent State Law Exam). He is also licensed in Oklahoma to provide Life, Health, Variable Annuity and Property and Casualty insurance. 

Mr. Bugos is a 1st Lieutenant in the Oklahoma Civil Air Patrol and serves as a mission transport pilot and aerospace education instructor. He is a founding member of The Friends of the Mission of St. Gregory’s University. Mr. Bugos has been married to his wife, Kara, for 35 years; they have 9 children and 18 grandchildren.

 

 

Current as of: March 2017

 

Phone 405-302-2900
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck