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Daniel J Connor

State Farm Investment Management Corp.

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About Daniel J Connor

Daniel J. Connor is a financial advisor with State Farm Investment Management Corp., located in Mooresville, NC. Daniel has been working in the financial services industry since January 11, 2019. Daniel holds Series 6, 7, 63, 65, and 66 licenses and has been a registered representative with State Farm Investment Management Corp. since June 13, 2023. Prior to this, Daniel worked with MML INVESTORS SERVICES, LLC in Charlotte, NC and NYLIFE SECURITIES LLC in Mason, OH. Daniel is a licensed investment advisor representative and a financial advisor, and has expertise in Portfolio management for individuals and investment companies.

Firm Information

Daniel Connor is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Connor’s Registration & Firm History

NC

06/13/2023 - Present

State Farm Investment Management Corp. (Mooresville NC)

NC

10/29/2014 - 08/10/2016

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

OH

10/05/2012 - 10/03/2014

NYLIFE SECURITIES LLC (MASON OH)

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Licenses & Designations

IA

Issued 06/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/2022

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/04/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J Connor.
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