Robyn Kaye Holtz

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Robyn Holtz Insurance Agency
  The Colony, TX
• 04/2015 → Present
  State Farm Vp Management Corp
  The Colony, TX
• 08/2018 → Present
  State Farm Investment Management Corp
  The Colony, TX

Other Businesses

1) City of the Colony - City Council; 6301 Main St The Colony, TX 75056; Elected official; None; 03/17/2026; 3; 0; Determine budget allocations, infrastructure improvements and city-wide issues. 2) Robyn Holtz's Insurance Agency; Insurance Agency; Investment-related; The Colony, TX 75056; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2014; 80; 80; Service customers and supervise employees 3) Great Dane Enterprises LLC; non-investment-related; 4679 State Hwy 121, Ste 137, The Colony TX 76056; Bought vacant land. Future plans to build office space for State Farm agency and add space to lease to other tenants; Partner; 11/01/2022; 3;0; Will be listed on future loan for building and manage costs/income of the future rental property 4) Robyn & Brent Holtz - Property #1 (Personally Held Real Estate); Investment-related; PO Box 560434 The Colony, TX 75056; Investment or Commercial Property; Owner; 02/26/2024; 1; 0; 2919 Tulip Drive, Sherman, TX 75092 Brent & Robyn Holtz personally bought this property and will utilize as investment property. 5) Robyn & Brent Holtz - Property #2 (Personally Held Real Estate); Investment-Related; 1212 Elmwood Bloomington, IL 61701; Investment or Commercial Property; Owner; None; 12/15/2024; 1; 0; Personally Held Real Estate

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-11

Designations

• Chartered Financial Consultant

Other Names

• Robyn Kaye Bowers