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Matthew John Gonzales

ING WEALTH
LA MESA, CA
·CRD# 7270517·4 years experience

Professional Summary

Matthew John Gonzales, who also goes by Matt Gonzales, is a registered financial advisor currently at ING WEALTH located in La Mesa, California. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Gonzales

Blog Corner

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

ING WEALTH·CRD# 340443
RIA
La Mesa, CA
March 25, 2026 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
San Diego, CA
August 3, 2022 - February 27, 2026
LPL FINANCIAL LLC·CRD# 6413
BD
San Diego, CA
June 22, 2022 - February 27, 2026

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Current Firm

IW
ING WEALTH

ING WEALTH | ING WEALTH LLC

CRD#: 340443
California
Registered Investment Advisory firm - California (3/25/2026 Approved)

Contact Information

Main Address

La Mesa, CA

Phone Number

(619) 713-9063

# of Employees

1

Documents

Latest Form ADV
0

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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.

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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.
IAR
California
(3/25/2026)

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 66 — Uniform Combined State Law Examination

Passed Aug 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Gonzales's CRS (Customer Relationship Summary).

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