Gerald M. Materne

IDEOLOGY WEALTH ADVISORS

Niceville, FL

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CRD#: 1326880

Professional summary

Gerald Michael Materne, CFP®, who also goes by Jerry Materne, is a registered financial advisor currently at IDEOLOGY WEALTH ADVISORS, LLC located in Niceville, Florida.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Gerald has worked at 8 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Materne

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.

THE NAME OF MY BUSINESS IS Materne Wealth Strategies, LLC. THE BUSINESS IS NOT INVESTMENT-RELATED. THE BUSINESS IS LOCATED AT 941 LIDO CIRCLE WEST, NICEVILLE, FLORIDA 32578. I AM A LICENSED INSURANCE AGENT IN FLORIDA, LOUISIANA, MISSISSIPPI, AND ALABAMA. IN MARCH 1984 I WAS ORIGINALLY LICENSED AS AN INSURANCE AGENT IN THE STATE OF LOUISIANA. I HELP CLIENTS PURCHASE LIFE INSURANCE, DISABILITY INSURANCE, AND ANNUITIES. I EARN COMMISSIONS FROM THE SALES OF THESE PRODUCTS. I WORK ON AVERAGE 70 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Michael Materne's 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

Experience

Current

December 18, 2020 - Present

IDEOLOGY WEALTH ADVISORS, LLC

RIA

CRD#: 292923

Niceville, FL

Past

June 30, 2010 - December 17, 2018

GERALD MICHAEL MATERNE

RIA

CRD#: 154298

NICEVILLE, FL

Past

January 30, 1992 - February 14, 1997

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

January 24, 1990 - December 20, 1991

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

August 21, 1989 - February 2, 1990

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

September 26, 1988 - March 10, 1989

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

September 26, 1988 - March 10, 1989

HOME LIFE INSURANCE COMPANY

CRD#: 4184

Past

August 22, 1988 - September 21, 1988

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

February 8, 1985 - August 12, 1988

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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

Louisiana
(12/22/2020)

IAR

Texas
(12/18/2020)

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

General Industry/Product Exam

Series 6

Date: 2/4/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IDEOLOGY WEALTH ADVISORS, LLC

IDEOLOGY MULTI-FAMILY OFFICE | MATERNE WEALTH ADVISERS, LLC | IDEOLOGY WEALTH ADVISORS, LLC

CRD#: 292923 / SEC#:

Louisiana

Registered Investment Advisory firm - (7/2/2018 Approved)

Texas

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

8150 N Central Expy 10th Floor, Dallas, TX 75206

Mailing Address

Phone number

(469) 275-8028

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 74,500,000

Red Flags

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

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Gerald M. Materne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Michael Materne's CRS (Customer Relationship Summary).

Certified licenses

Experience

IDEOLOGY WEALTH ADVISORS, LLC

GERALD MICHAEL MATERNE

GUARDIAN INVESTOR SERVICES LLC

SENTRA SECURITIES CORPORATION

VP DISTRIBUTORS LLC

WS GRIFFITH SECURITIES, INC.

HOME LIFE INSURANCE COMPANY

SENTRA SECURITIES CORPORATION

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 6

Date: 2/4/1985

Current Firm

IDEOLOGY WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IDEOLOGY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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