Melanie Kay Jacobsen

Current Employers

Employment History

• 01/2006 → Present
  Larmann Financial Corporation
  Cincinnati, OH
• 08/2009 → Present
  Kestra Investment Services, Llc
  Cincinnati, OH

Other Businesses

Bus Name: Larmann Financial 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: Employee acting as Retirement Plan Specialist. Start Date: 1/1/2006 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I assist Matthew J. Larmann in the servicing of retirement plans. Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/26/2009 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: WEALTH MANAGEMENT & BENEFIT PARTNERS, LLC POSITION: 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. NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/24/2006 ADDRESS: 7424 Jager Court, Cincinnati OH 45230, United States DESCRIPTION: support the employees and clients of this business.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-01
• S63 Uniform Securities Agent State Law Examination
  2001-02-20