Spencer Georgetti

Current Employers

Employment History

• 04/2021 → 05/2022
  Mass Mutual Life Insurance Company
  Toledo, OH
• 04/2021 → 05/2022
  Mml Investors Services
  Toledo, OH
• 03/2020 → 05/2021
  Plante Moran, Pllc
  Toledo, OH
• 09/2019 → 03/2020
  Align
  Tampa, FL
• 08/2017 → 09/2019
  Plante Moran, Pllc
  Toledo, OH
• 08/2010 → 08/2017
  Adrian College
  Adrian, MI
• 05/2021 → 08/2021
  Ryan Enterprises
  Toledo, OH
• 05/2022 → 02/2024
  Royal Alliance
  Toledo, OH
• 02/2024 → 05/2025
  Fortune Brand Innovations
  Maumee, OH
• 06/2025 → Present
  Wright Financial Group, Llc
  Toledo, OH
• 06/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, OH

Previous Registrations

• 2022-05-27 → 2024-02-12
  Osaic Wealth, Inc.
  Toledo, OH
  Toledo, OH
  Fremont, OH
  Toledo, OH
• 2021-10-01 → 2022-05-18
  Mml Investors Services, Llc
  Toledo, OH
  Toledo, OH

Other Businesses

1. Wright Financial Group, LLC - Fixed Insurance Sales - 06/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 5911 Renaissance Place, Ste. C, Toledo, OH 43623. This will encompass approximately 30% of business hours. 2. Wright Financial Group, LLC - Client Service Advisor - 06/2025 - present - Investment Related- Servicing of clients for investment advisory services - 5911 Renaissance Place, Ste. C, Toledo, OH 43623. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 06/2025 - present - Investment Related - 5911 Renaissance Place, Ste. C, Toledo, OH 43623. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-10
• S63 Uniform Securities Agent State Law Examination
  2022-09-09