Gerald Michael Materne
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jerry Materne
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
41 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
IDEOLOGY MULTI-FAMILY OFFICE | MATERNE WEALTH ADVISERS, LLC | IDEOLOGY WEALTH ADVISORS, LLC
Contact Information
Main Address
8150 N Central Expy 10th Floor, Dallas, TX 75206Phone Number
(469) 275-8028# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
265AUM (Assets Under Management)
$104,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/22/2020)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1985About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gerald Michael Materne's CRS (Customer Relationship Summary).
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