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JM

Joshua M. Materne

IDEOLOGY WEALTH ADVISORS
Dallas, TX 75206
Some features on this profile are disabled
CRD#: 6923830
JM

Professional summary

Joshua Michael Materne is a registered financial advisor currently at IDEOLOGY WEALTH ADVISORS, LLC located in Dallas, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua 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®
None

Experience

Current

May 23, 2018 - Present

IDEOLOGY WEALTH ADVISORS, LLC

Office #1: 8150 N Central Expy 10th Floor, Dallas, TX 75206
RIA
CRD#: 292923
Dallas, TX

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
(7/2/2018)
IAR
Texas
(5/23/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2016
Uniform Investment Adviser Law Examination

Current Firm

IW
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
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts234
AUM (Assets Under Management)$ 74,500,000

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.

Company Information

IDEOLOGY WEALTH ADVISORS, LLC

CRD#: 292923Dallas, TX 75206

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