Matthew John Larmann

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Cincinnati, OH
• 04/2009 → Present
  Kestra Investment Services, Llc
  Cincinnati, OH

Previous Registrations

• 2006-11-13 → 2009-10-30
  Larmann Matthew John
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-25

Designations