Cincinnati, OH Jager Ct Office
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Kestra Advisory
Enterprise
Firm-wide stats for Kestra Advisory
About
Kestra Advisory Services provides investment advisory and retirement‑plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm’s brochure describes services such as vendor searches and benchmarking, plan design and compliance testing, fiduciary consulting and oversight, plan‑level investment advice, employee education, pooled plan solutions, and advisor‑managed accounts.
Advisors act as ERISA fiduciaries where applicable and may be engaged to provide discretionary 3(38) or non‑discretionary 3(21) services; recommended investments are supported by due diligence that considers performance, fees, manager tenure, and investment process. Kestra distributes multiple management platforms and third‑party managed solutions (for example, AdvisorEnterprise and AdvisorChoice) and permits use of complex products and discretionary trading within its supervisory framework.
Compared with many enterprise peers, Kestra discloses activities that align with serving very large institutional investors: the firm reports approximately $79.8 billion in assets under management, acts as a placement agent for private funds, and offers pooled employer plan arrangements, and its disclosures indicate it counts sovereign wealth funds among its clients — a relatively uncommon client type for firms in this category. The brochure also highlights extensive affiliate and third‑party relationships (including an affiliated broker‑dealer and custodial/technology partners such as Envestnet and NFS), which expand product access but are identified in the disclosure as sources of potential conflicts of interest.
Based on Kestra Advisory
Location
7424 Jager Ct
Cincinnati OH 45230
Advisors at this office
3
Advisors at this office
Robert I
Series 63, Series 66
Cincinnati, OH
Kestra Advisory
Robert Idol is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2021. Outside of his advisory role, he is a limited partner in Geneva Roth Properties, LLC, a real estate investment LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.
Elliott J
Series 66
Cincinnati, OH
Kestra Advisory
Elliott Jordan is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Bank of America and Merrill. Outside of investing, he is involved with Wealth Management & Benefit Partners, LLC, supporting insurance sales and operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and offers various management platforms and third-party solutions.
Matthew L
ChFC®, Series 63
Cincinnati, OH
Kestra Advisory
Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.
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