Joshua Michael Materne

Current Employers

Employment History

• 01/2018 → 02/2021
  Materne Wealth Advisers, Llc
  Dallas, TX
• 01/2014 → Present
  Materne Wealth Strategies, Llc
  Niceville, FL
• 06/2018 → Present
  Materne Law, Pllc
  Dallas, TX
• 02/2021 → Present
  Ideology Wealth Advisors, Llc
  Dallas, TX
• 02/2022 → Present
  Ideology Financial, Llc
  Dallas, TX
• 01/2023 → Present
  Ideology Real Estate Fund I, Llc
  Dallas, TX

Other Businesses

I am the Owner and President at Ideology Financial, LLC, which is investment related. Address: 5436 Martel Avenue Dallas, TX 75206 The business is involved in insurance products and retirement planning. I am an agent of the company. I began working for the company in February of 2022. I devote approximately 40 hours per month with 0 being during securities trading hours. I am an Officer of Materne Wealth Strategies. The business is investment related. Address: 941 Lido Circle W. Niceville, FL 32578 The business is involved in insurance products and retirement planning. I am an agent of the company. I began working for the company in January of 2014. I devote approximately 40 hours per month with 0 being during securities trading hours. I am the owner of Materne Law, PLLC. This business is not investment related. Address: 5436 Martel Avenue Dallas, TX 75206 The business advises clients on estate planning and legal matters. I am a manager of Ideology Real Estate Fund I LLC This business is investment related. Address: 3100 Monticello Ave, Suite 975 Dallas Texas 75205 I manage the fund activities which are limited to buying, holding, and leasing single family real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-16