Spencer Decker Stone

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 04/2026
  Ubs Financial Services Inc
  Sylvania, OH
• 04/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bonita Springs, FL

Previous Registrations

• 2016-04-26 → 2026-04-21
  Ubs Financial Services Inc.
  Sylvania, OH
  Sandusky, OH
• 2009-06-01 → 2016-05-10
  Morgan Stanley
  Toledo, OH
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Toledo, OH
• 2007-01-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Toledo, OH
• 2000-09-21 → 2007-01-22
  Natcity Investments, Inc.
  Toledo, OH
  Cleveland, OH

Other Businesses

1) BOYS AND GIRLS CLUB OF TOLEDO--ACTIVE TRUSTEE. 2) Toledo Community Foundation/ 300 Madison Avenue Suite 1300, Toledo, Ohio, 43604, United States/ I will serve as one of 14 Trustees./ start date: 3/1/2021 TWP LLC ; INV RELATED;BONITA SPRINGS,FL; FINET REVENUE AND VENDOR PAYMENTS, PAYROLL; 14.28; START DATE: 04/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; SS TWP LLC; INV RELATED;TOLEDO,OH; FINET REVENUE; 100; START DATE: 04/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-17
• S65 Uniform Investment Adviser Law Examination
  1993-12-17

Other Names

• Spencer Decker Stone
• Spencer Decker Stone