Kristy M. Robertson
Professional summary
Kristy Mader Robertson, who also goes by Kristy Elaine Mader, Kristy Robertson, is a registered financial professional currently at STATE FARM VP MANAGEMENT CORP. located in Bedford, Texas.
Kristy is registered as a RR (Registered Representative) and started their career in finance in 2023. Kristy has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kristy Mader Robertson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 24, 2023 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2129 Martin Dr Ste. 100, Bedford, TX 76021Office #2: 5170 Lake Ridge Pkwy Ste 110, Grand Prairie, TX 75052State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/17/2024)
(7/28/2023)
Exams
Series 6TO
Date: 7/24/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
STATE FARM VP MANAGEMENT CORP.
CRD#: 43036 / SEC#: , 8-50128
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM INVESTMENT MANAGEMENT | SHAREHOLDER | 3487 |
| COOK, KRISTYN | EXECUTIVE VICE PRESIDENT AND DIRECTOR | 4215717 |
| FARNEY, JON CHARLES | PRESIDENT AND DIRECTOR | 2839964 |
| GHANBARPOUR, ARASH | VICE PRESIDENT AND DIRECTOR | 5129325 |
| HINTZ, SCOTT ALEXANDER | VICE PRESIDENT - FINANCIAL AND SECRETARY | 2004555 |
| LUDWIG, TERRENCE MICHAEL | CHIEF COMPLIANCE OFFICER AND TREASURER | 3231040 |
| MINEAU, SARAH | SENIOR VICE PRESIDENT AND DIRECTOR | 4634160 |
| MONTGOMERY, BRADLEY DOYLE | SENIOR VICE PRESIDENT AND DIRECTOR | 2913835 |
| PRESTON, BRIAN LYNN | ANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER | 4312143 |
| WILLARD, DANIEL NELSON | ASSISTANT SECRETARY AND COUNSEL | 5207081 |
Disclosures
| Regulatory Event | 7 |
Red Flags
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