Spencer Ashton Wood

Current Employers

Employment History

• 11/2021 → Present
  Wood & Associates Tax And Wealth Management Llc
  Rochester, MI
• 06/2022 → 09/2025
  Avantax Investment Services Inc.
  Rochester, MI
• 06/2022 → 09/2025
  Avantax Advisory Services
  Rochester, MI
• 02/2017 → 06/2022
  Sterling Heights-F Llc Formerly Known As Suburban Employee Coll
  Sterling Heights, MI
• 06/2016 → 02/2017
  Unemployed
  Rochester, MI
• 11/2021 → 02/2025
  Wood & Associates Tax And Wealth Management Llc
  Rochester, MI
• 02/2025 → Present
  Anchorpointe Wealth Advisors
  Rochester, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-11-28 → 2025-09-05
  Avantax Advisory Services
  Rochester, MI

Other Businesses

1) WOOD & ASSOCIATES TAX AND WEALTH MANAGEMENT LLC POSITION: Financial Assistant NATURE: Wood & Associates Tax and Wealth Management is focused on providing their clientswith comprehensive financial guidance. The company works with their clients to grow, preserve and pass on their wealth in a tax efficient matter. The company operates as a limited liability company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/11/2021; 800 W University Dr, Suite A, Rochester MI 48307; As a financial assistant I conduct research on the market and other financial opportunities. I also perform administrative duties to increase efficiency, accessibility and to adhere to record retention standards. I will also interact with clients to gather information and inquires that I can answer directly or communicate to my boss. 2) ANCHORPOINTE WEALTH ADVISORS POSITION: Associate NATURE: A new wealth advising entity to incorporate the three separate Avantax representative businesses operating out of 800 W. University Dr. Rochester, MI 48307. (Craun Freeman & Associates, Wood & Associates and Muchortow & Associates) INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/07/2025 ADDRESS: 800 W University Dr, Suite A, Rochester MI 48307, United States DESCRIPTION: I will be working as an associate to both Jeff Freeman (24139) and Gary Wood (39083). My duties include administrative functions such as new account openings, report generation and communication with clients. I am a licensed rep who can assist in generating trades and portfolio updates.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28

Other Names

• Spencer Wood
• Spencer A Wood