Matthew Larmann (CRD# 1275779) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
CRD# 1283765
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Cincinnati, OH | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Cincinnati, OH | Apr 2009 - Current | 15 |
| Nfp Securities, Inc. | Cincinnati, OH | Oct 2009 - Apr 2016 | 6 |
| Nfp Securities, Inc. | Cincinnati, OH | Aug 2009 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
- OH
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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