ML
Matthew J. Larmann
KESTRA ADVISORY SERVICES
CINCINNATI, OH 45230
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CRD#: 1275779
ML
Professional summary
Matthew John Larmann is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Cincinnati, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Cincinnati, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Matthew has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Larmann Financial Corporation Investment Related: Yes Address: 7424 Jager Court Cincinnati OH 45230 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner/President Start Date: 1/1/1991 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: See 3.5 aboveBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 1250 Capital of Texas Highway, Building 2 Suite 125 Austin TX 78746 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Loden Land LLC Investment Related: Yes Address: 7424 Jager Court Cincinnati OH 45230 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 5/1/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 50% owner of LLC that owns 207 vacant landBusiness Name: Wealth Management & Benefit Partners, LLC Investment Related: Yes Address: 7424 Jager Court Cincinnati OH 45230 Nature of Business: Insurance Position, Title or Relationship: Other, Wealth Management & Benefit Partners, LLC handles insurance sales of fixed life, long term care, fixed annuities, group benefits, property & casualty, disability and structured settlements through NFP Structured Settlements. Start Date: 1/5/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I manage the business and sell fixed insurance productsBusiness Name: Silent Investments LLC Investment Related: Yes Address: 7424 Jager Court Cincinnati OH 45230 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 6/18/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage LLC that owns the propertiesBusiness Name: Southampton Square Investment Related: No Address: 11340 Montgomery Road, Suite 202 Cincinnati OH 45249 Nature of Business: Other Other/None of the Above Board for condominium association Position, Title or Relationship: Other,Board Member Start Date: 12/17/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board meetings each quarter. Vote on items put before the boardBusiness Name: John B. Arbino Irrevocable Trust Investment Related: No Address: 7424 Jager Court Cincinnati OH 45230 Nature of Business: Other Other/None of the Above Life Insurance Trust Position, Title or Relationship: Other,As Trustee, I recieve gifts of premium from grantor, pay the insurance premiums and prepare crummey letters to beneficiaries. Start Date: 12/8/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: see 3.51Business Name: Larmann Family Trust II Investment Related: No Address: 7424 Jager Court Cincinnati OH 45230 Nature of Business: Other Other/None of the Above Life Insurance Trust Position, Title or Relationship: As Trustee, I receive gifts of premium from grantor, pay the insurance premiums and prepare crummy letters to beneficiaries. Start Date: 4/27/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As Trustee, I receive gifts of premium from grantor, pay the insurance premiums and prepare crummy letters to beneficiaries.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Larmann'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®
NoneExperience
Current
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 7424 Jager Court, Cincinnati, OH 45230RIA
CRD#: 283330
CINCINNATI, OH
Current
August 3, 2009 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 7424 Jager Court, Cincinnati, OH 45230BD
CRD#: 42046
Cincinnati, OH
Past
August 4, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
CINCINNATI, OH
Past
November 13, 2006 - October 30, 2009
LARMANN MATTHEW JOHN
RIA
CRD#: 120095
CINCINNATI, OH
Past
May 28, 1998 - August 7, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
CINCINNATI, OH
Past
June 13, 1984 - June 1, 1998
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/3/2009)
RR
Colorado(11/14/2024)
RR
Florida(8/3/2009)
RR
Georgia(4/14/2020)
RR
Illinois(8/3/2009)
RR
Indiana(8/3/2009)
RR
Iowa(6/27/2025)
RR
Kentucky(8/3/2009)
RR
North Carolina(3/17/2015)
RR
Ohio(8/3/2009)
IAR
Ohio(4/21/2016)
RR
South Carolina(3/13/2012)
RR
Texas(7/26/2019)
RR
Washington(3/19/2015)
RR
West Virginia(8/3/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Cincinnati, OH 45230TRUST BUT VERIFY
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