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Matthew John Larmann

KESTRA ADVISORY SERVICES
CINCINNATI, OH
·CRD# 1275779·42 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
7424 Jager Court, Cincinnati, OH 45230
April 21, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
7424 Jager Court, Cincinnati, OH 45230
August 3, 2009 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Cincinnati, OH
August 4, 2009 - September 22, 2016
LARMANN MATTHEW JOHN·CRD# 120095
RIA
Cincinnati, OH
November 13, 2006 - October 30, 2009
MUTUAL SERVICE CORPORATION·CRD# 4806
BD
Cincinnati, OH
May 28, 1998 - August 7, 2009
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Cincinnati, OH
June 13, 1984 - June 1, 1998

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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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.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1997About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Jun 1986About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1984About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jul 2007About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Larmann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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