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MG

Matthew J. Gonzales

ING WEALTH
LA MESA, CA
Some features on this profile are disabled
CRD#: 7270517
MG

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Gonzales

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 Matthew John Gonzales'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

March 25, 2026 - Present

ING WEALTH

RIA
CRD#: 340443
LA MESA, CA
Past

August 3, 2022 - February 27, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

June 22, 2022 - February 27, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA

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
California
(3/25/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/1/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/25/2022
Securities Industry Essentials Examination

Current Firm

IW
ING WEALTH
ING WEALTH | ING WEALTH LLC

CRD#: 340443 / SEC#:

California
Registered Investment Advisory firm - (3/25/2026 Approved)
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Contact information

Main Address
La Mesa, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

ING WEALTH

CRD#: 340443La Mesa, CA

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