Pamela D. Clark

GENERATIONS WEALTH

Mason, OH 45040

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CRD#: 5156194

Professional summary

Pamela Duecker Clark, CFP®, who also goes by Pamela Lynn Duecker, is a registered financial advisor currently at GENERATIONS WEALTH, LLC located in Mason, Ohio.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Pamela has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pamela Lynn Duecker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PAMELA IS AN OUTSOURCED CFO FOR NEW VISTA PARTNERS, LLC, WHICH IS AN INVESTMENT PARTNERSHIP OF ROMANIAN REAL ESTATE, AND ITS SUBSIDIARIES. IN ADDITION, SHE IS ALSO ON THE BOARD OF A NON-PROFIT ORGANIZATION CALLED ROMANIA ONE WHICH PROMOTES DEMOCRACY VIA EDUCATION WITHIN ROMANIA. SHE SPENDS ABOUT 8 HRS/MO. HER DUTIES ARE FINANCIAL RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Duecker Clark's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

November 24, 2014 - Present

GENERATIONS WEALTH, LLC

Office #1: 5947 Deerfield Blvd Suite 202, Mason, OH 45040

RIA

CRD#: 173352

Mason, OH

Past

August 8, 2006 - October 2, 2015

GENERATIONS WEALTH

RIA

CRD#: 140893

MASON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENERATIONS WEALTH, LLC

ALTIORA GROUP, LLC | GENERATIONS WEALTH, LLC

CRD#: 173352 / SEC#: 801-80555

RIA

Registered Investment Advisory firm - (11/24/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/24/2014)

IAR

Texas
(12/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

GENERATIONS WEALTH, LLC

ALTIORA GROUP, LLC | GENERATIONS WEALTH, LLC

CRD#: 173352 / SEC#: 801-80555

RIA

Registered Investment Advisory firm - (11/24/2014 Approved)

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Contact information

Main Address

5947 Deerfield Blvd Suite 202, Mason, OH 45040

Mailing Address

Phone number

(513) 834-8056

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GENERATIONS WEALTH 2025 ANNUAL BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 269,969,885

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/02/2025	Cover Page	Report
08/08/2024	Cover Page	Report
07/18/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Pamela D. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Duecker Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENERATIONS WEALTH, LLC

GENERATIONS WEALTH

Primary Firm SEC Registration

GENERATIONS WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

GENERATIONS WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GENERATIONS WEALTH, LLC

TRUST BUT VERIFY

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