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8150 N Central Expy 10Th Floor, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-12-22 |
| TX | RA | APPROVED | 2020-12-18 |
Branch Locations
8150 N Central Expy 10Th Floor, Dallas, TX 75206 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerald Michael Materne | Niceville | FL | 09/2000 | 12/2018 |
| Materne Wealth Strategies, Llc | Niceville | FL | 01/2014 | Present |
| Ideology Wealth Advisors, Llc | Dallas | TX | 02/2021 | Present |
THE NAME OF MY BUSINESS IS Materne Wealth Strategies, LLC. THE BUSINESS IS NOT INVESTMENT-RELATED. THE BUSINESS IS LOCATED AT 941 LIDO CIRCLE WEST, NICEVILLE, FLORIDA 32578. I AM A LICENSED INSURANCE AGENT IN FLORIDA, LOUISIANA, MISSISSIPPI, AND ALABAMA. IN MARCH 1984 I WAS ORIGINALLY LICENSED AS AN INSURANCE AGENT IN THE STATE OF LOUISIANA. I HELP CLIENTS PURCHASE LIFE INSURANCE, DISABILITY INSURANCE, AND ANNUITIES. I EARN COMMISSIONS FROM THE SALES OF THESE PRODUCTS. I WORK ON AVERAGE 70 HOURS PER WEEK.
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