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Derek Rogell Tinnin

ALTIORA GROUP, LLC·MASON, Ohio
Clean record18 years registeredALTIORA GROUP, LLC
5947 DEERFIELD BLVD, MASON, OH 45040CRD# 5394225Firm CRD# 173352

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Rogell Tinnin · MASON, OH
Registration
CRD #5394225 · ALTIORA GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ALTIORA FINANCIAL GROUP, LLC
Jul 2018 – present
GENERATIONS WEALTH, LLC
Nov 2014 – Sep 2020
MASON, OH
PURPOSE WEALTH
Apr 2008 – Feb 2015
LEBANON, OH
02

Registrations & Exams

Registration record
First registered · April 15, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GENERATIONS WEALTH, LLC
CRD 173352 · SEC 801-80555
AUM
$207M
Regulatory assets under management
Employees
8
298 client accounts
Services offered by GENERATIONS WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GENERATIONS WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Derek Rogell Tinnin offer?
Derek Rogell Tinnin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MASON, Ohio for a consultation.
What are Derek Rogell Tinnin's credentials?
Derek Rogell Tinnin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Rogell Tinnin located?
Derek Rogell Tinnin is based in MASON, Ohio, working with ALTIORA GROUP, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does Derek Rogell Tinnin charge for services?
Derek Rogell Tinnin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTIORA GROUP, LLC?
ALTIORA GROUP, LLC has approximately 8 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALTIORA GROUP, LLC

Pamela Duecker Clark
MASON, OH

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