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Kelly S. Matz

State Farm VP Management Corp.

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About Kelly S. Matz

Kelly S. Matz is a financial professional with over 16 years of experience in the industry. Kelly is currently registered with State Farm VP Management Corp. in Florida. Kelly holds the Series 6 and SIE licenses. Kelly has worked at State Farm VP Management Corp. since 2006. Kelly is a registered representative of State Farm VP Management Corp.

Firm Information

Kelly Matz is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kelly Matz’s Registration & Firm History

FL

12/06/2018 - Present

State Farm VP Management Corp. (TAMPA FL)

FL

09/22/2006 - 08/24/2017

STATE FARM VP MANAGEMENT CORP. (LADY LAKE FL)

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Licenses & Designations

BC

Issued 08/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kelly S. Matz. Review regulatory record here.
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