Matthew Larmann
Matthew Larmann is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Cincinnati, OH, with 42 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
7424 Jager Court, Cincinnati, OH, 45230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the owner/president of Larmann Financial Corporation, where he works nearly full-time providing registered rep activities, insurance, and investment advisory services. He also manages real estate LLCs, handles insurance sales through Wealth Management & Benefit Partners, LLC, and serves on a condominium association board, all requiring minimal time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Larmann Matthew John
Mutual Service CorporationBroker
The O.N. Equity Sales CompanyBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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