Grant  Bugner,  CFP<sup>&reg;</sup> - Financial Advisor

Grant Bugner, CFP®

MorganRosel Wealth Management

1805 Shea Center Drive, Suite 420
Littleton, CO 80129
(303) 647-3801 CONNECT WITH Grant
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Grant Bugner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MorganRosel Wealth Management in Littleton, CO and the surrounding communities.

Financial Advisor Overview

Grant Bugner is a CERTIFIED FINANCIAL PLANNER™ at Morgan Rosel Wealth Management, an independent RIA in Highlands Ranch.


Financial Advisor Experience

A graduate of Baylor University, Grant moved to Colorado in 2011, drawn by the mountains and rivers of the Front Range. He spent the better part of the next decade working in corporate treasury for a Fortune 500 firm, facilitating two multi-billion-dollar acquisitions. He launched his wealth management career after recognizing the unique opportunity to combine his capital markets experience with his passion for personal financial planning. Grant appreciates the opportunity to not only help clients plan for and reach their financial ambitions, but also to be a trusted advisor that supports his client’s personal values and life goals with unmatched integrity. In his free time, Grant is an avid outdoorsman, and enjoys biking, skiing, rock climbing, and fly fishing.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances


Helpful Financial Planning Resources