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Daniel Joseph Lottinger

State Farm VP Management Corp.

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About Daniel Joseph Lottinger

Daniel Lottinger is a financial professional with over 10 years of experience in the industry. Daniel currently works as an investment advisor representative with State Farm VP Management Corp., which is based in Conroe, Texas. Daniel is also registered as a securities agent in Louisiana and Texas. Daniel has a strong background in financial planning, including experience with investment company products and variable contracts.

Firm Information

Daniel Lottinger is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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.

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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Daniel Lottinger’s Registration & Firm History

TX

05/19/2021 - Present

State Farm VP Management Corp. (Conroe TX)

LA

03/23/2009 - 08/02/2019

PFS INVESTMENTS INC. (BATON ROUGE LA)

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Licenses & Designations

BC

Issued 06/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2009

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 Joseph Lottinger.
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