Daniel
Shreve

State Farm Investment Management Corp

CRD#2923174
Investment Advisor
in Zionsville, IN

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About this Advisor

Daniel Shreve is a financial advisor based in Zionsville, Indiana, working with State Farm Investment Management Corp. Daniel has previously held positions at Daniel Shreve Insurance Agency, State Farm Vp Management Corp, and State Farm Investment Management Corp. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Illinois, Indiana, Michigan, and Ohio. Currently, Daniel is part of State Farm Investment Management Corp, which operates out of Zionsville, Indiana. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

11650 N Michigan Rd
Zionsville, IN 46077

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

IN Average: $6,674,516,078
Total Number of Employees

22

IN Average: 44
Total Number of Accounts

4

IN Average: 2,564
Average Account Size

$2,541,134,043

IN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Daniel Shreve Work History

2018 - Present (6 years)

State Farm Investment Management Corp

2012 - Present (12 years)

Daniel Shreve Insurance Agency

2012 - Present (12 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Daniel Shreve to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

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