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Gerald Michael Materne

Ideology Wealth Advisors, LLC

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About Gerald Michael Materne

Gerald Materne is an investment advisor representative associated with Ideology Wealth Advisors, LLC. Gerald is a Certified Financial Planner™ and has been working in the financial services industry since 1985. Gerald has a Series 6 license and is registered to provide investment advice in Louisiana and Texas. Gerald has experience with a wide range of clients including individuals, high-net-worth individuals, and pension and profit-sharing plans. Ideology Wealth Advisors, LLC provides portfolio management for individuals.

Firm Information

Gerald Materne is currently registered with Ideology Wealth Advisors, LLC. Ideology Wealth Advisors, LLC is an investment advisor based in [Main Office Location]. They manage approximately $65.5 million in assets for 243 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers portfolio management services for individuals.

$65.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gerald Materne’s Registration & Firm History

FL

12/18/2020 - Present

Ideology Wealth Advisors, LLC (Niceville FL)

NY

01/30/1992 - 02/14/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

AZ

01/24/1990 - 12/20/1991

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

CT

08/21/1989 - 02/02/1990

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NA

09/26/1988 - 03/10/1989

HOME LIFE INSURANCE COMPANY

CT

09/26/1988 - 03/10/1989

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

AZ

08/22/1988 - 09/21/1988

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NY

02/08/1985 - 08/12/1988

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/04/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald Michael Materne.
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