Unclaimed
Daniel Lloyd Pfeifer is a registered investment advisor representative with State Farm Investment Management Corp. Daniel Pfeifer is currently registered with the states of Colorado, Illinois, Indiana, Missouri, and Wisconsin and has been in the industry since December 2009. Daniel Pfeifer has a Series 6, Series 63, Series 65 and SIE. Daniel Pfeifer is also the owner and agent of Daniel Pfeifer's Insurance Agency, which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. Daniel Pfeifer's firm specializes in providing portfolio management for individuals and investment companies. The firm has approximately $10,164,536,171 in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IL
10/24/2024 - Present
State Farm Investment Management Corp. (Pekin IL)
IA
Issued 12/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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