Stephen Daniel Greer
Investment adviser representative at State Farm Investment Management Corp.
7 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Stephen Daniel Greer? Claim your profile
Contact this firm
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
7 years in the industry.
- State Farm Investment Management Corp.Jun 2020 to now
- State Farm Vp Management CorpJun 2020 to now
- Stephen Greer Insurance AgencyJun 2020 to now
- State Farm InsuranceJan 2020 to May 2020
- State Farm Vp Management CorpAug 2019 to May 2020
- Robert Garner Insurance AgencyFeb 2016 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7167205
- Firm CRD
- 3487