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Daniel J Connor

Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
2 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. State Farm Investment Management Corp.Jun 2023 to now
  2. State Farm Vp Management CorpAug 2022 to now
  3. Dan Connor Insurance AgencyOct 2019 to now
  4. State Farm Vp Management CorpMay 2020 to Oct 2021
  5. State Farm InsuranceMay 2019 to Oct 2019
  6. Roger O'connell State Farm Insurance CompanyMay 2017 to May 2019
  7. America's Pizza Company (dob Pizza Hut)Jul 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2016
  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (NC, SC).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5983172
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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