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Daniel Mark Flattery

State Farm VP Management Corp.

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About Daniel Mark Flattery

Daniel Flattery is a financial advisor registered with the State of Iowa. Daniel has been in the financial services industry since December 31, 2005. Daniel is currently employed with State Farm VP Management Corp. Daniel holds the Series 6, Series 3, Series 30, and Series 63 licenses. Daniel has been licensed since January 5, 2006.

Firm Information

Daniel Flattery 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 Flattery’s Registration & Firm History

IA

01/01/2006 - Present

State Farm VP Management Corp. (Fort Dodge IA)

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Licenses & Designations

BC

Issued 01/03/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/1993

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/17/1993

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Mark Flattery.
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