Matthew Larmann, financial advisor Cincinnati OH
96 score

Matthew Larmann

CRD Number: 1275779
Current Firm: Nfp Advisor Services, LLC

Matthew Larmann (CRD# 1275779) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nfp Securities, Inc. Cincinnati, OH Oct 2009 - Apr 2016 6
Nfp Securities, Inc. Cincinnati, OH Aug 2009 - Apr 2016 6
Self Employed-ohio National Life Ins Cinti, OH Jan 1984 - Dec 2010 26
Matthew John Larmann Cincinnati, OH Sep 1999 - Oct 2009 10
Mutual Service Corporation Cincinnati, OH May 1998 - Aug 2009 11
Larmann And Rosen Llc Dba Score Experts Cincinnati, OH Apr 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for Matthew J. Larmann
Phone Number: 512-697-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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