Gerald Materne (CRD# 1326880) is an Investment Advisor Representative working at Ideology Wealth Advisors, LLC in Niceville, FL and has 1 year of experience in the finance industry. Gerald Materne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ideology Wealth Advisors, LLC | Dallas, TX | Feb 2021 - Current | 3 |
| Materne Wealth Strategies, LLC | Niceville, FL | Jan 2014 - Current | 10 |
| Gerald Michael Materne | Niceville, FL | Sep 2000 - Dec 2018 | 18 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management66MILLIONS
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Total Number of Accounts243ACCOUNTS
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Average Account Value$269,547
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
LA, TX
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