Kelly S. Matz

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

• 10/2003 → 08/2017
  Chris Semans Insurance Agency
  Lady Lake, FL
• 07/2006 → 08/2017
  State Farm Vp Management Corp.
  Lady Lake, FL
• 08/2017 → 12/2017
  State Farm Insurance
  Leesburg, FL
• 01/2018 → Present
  Kelly Matz Insurance Agency
  Wildwood, FL
• 11/2018 → Present
  State Farm Vp Management Corp.
  Wildwood, FL
• 04/2025 → Present
  State Farm Investment Management Corp
  Wildwood, FL

Other Businesses

1. Kelly Matz's Insurance Agency; Insurance Agency; Investment-related; 4386 Warm Springs Ave Wildwood, FL 34785-8058; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2018; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-23

Other Names

• Kelly C. Sims
• Kelly S Matz