Dana
Womack

State Farm Investment Management Corp

CRD#5584367
Investment Advisor
in Murfreesboro, TN

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About this Advisor

Dana Womack is a financial advisor operating in Murfreesboro, Tennessee with a total of 4 years of industry experience. Womack is an employee of State Farm Investment Management Corp. Throughout their career, they have worked at State Farm Insurance, Dana Womack State Farm Insurance, State Farm Vp Management Corp and State Farm Investment Management Corp. Womack has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Tennessee. State Farm Investment Management Corp is a business headquartered in Bloomington, IL. It oversees $9 billion in assets among its four client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The advisory firm offers portfolio management for investment companies. Financial management fees typically vary depending on which services the firm provides the client. However, fees billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

805 S. Church St Ste. 10
Murfreesboro, TN 37130

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

TN Average: 44
Total Number of Accounts

4

TN Average: 2,564
Average Account Size

$2,322,169,176

TN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Dana Womack Work History

Dana has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

State Farm Vp Management Corp

2018 - Present (6 years)

State Farm Investment Management Corp

2016 - Present (8 years)

Dana Womack State Farm Insurance

2016 - 2016 (< 1 year)

State Farm Insurance

2010 - 2016 (6 years)

State Farm Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dana Womack 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

Adam Smith
Prescott, AZ
Zack Rabadi
West Hills, CA
John Klaus
Arlington Heights, IL
William Patteson
Collierville, TN
Bradley Griffin
Dakota Dunes, SD
Philip Goodge
Cathedral City, CA
Kim Hinkle
Salt Lake City, UT
Paul Hong
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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