Since the day he graduated from Xavier University, Matt Larmann has worked in the financial services industry. With over 30 years of advisory experience, he serves as an advocate for both corporate and individual clients. Through developing and implementing custom-designed financial strategies, Matt truly enjoys helping clients accomplish their personal and business goals. Prior to becoming an Investment Advisor Representative with Kestra Advisory Services, Matt distinguished himself as a registered representative with Mutual Service Corporation. In 2006, he received the Aim High Award, and in 2007, he was inducted into the MSC’s “President’s Club” for his outstanding achievements in the financial planning industry.
After receiving his degree as a Chartered Financial Consultant® (ChFC®), he earned his Chartered Life Underwriter (CLU) designation in 1990. He also holds his Life, Accident, and Health licenses along with FINRA Series 6 - Investment Company and Variable Contracts Products Representative Exam, FINRA Series 7 - General Securities Representative Exam, FINRA Series 22 - Direct Participation Programs Limited Representative Exam & FINRA Series 63 - Uniform Securities Agent State Law Exam registrations.
A true leader in his field, Matt is a frequent guest speaker, expert witness, and member of the Entrepreneurs Organization, a global association that mentors executives seeking to improve their business practices. In 2016, he was an honoree for the John F. Barrett Entrepreneur Vision Award. For nine consecutive years since 2012, Matt has also been a recipient of the prestigious Five Star Wealth Manager Award*. Outside of the office, he enjoys spending time in the great outdoors, traveling, and being with his family.
To receive the 2023 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 1585 award candidates in the Cincinnati area were considered for the Five Star Wealth Manager award, 230 (approximately 15% of the award candidates) were named 2023 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 Five Star Wealth Managers. The Five Star award is not indictive of the wealth manager’s future performance. For more information on the Five Star Wealth Manager and the research/selection methodology go to: www.fivestarprofessional.com.