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Joshua Dale Hanna

State Farm Investment Management Corp.

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About Joshua Dale Hanna

Joshua Dale Hanna is a financial advisor with State Farm Investment Management Corp. with over 20 years of experience in the industry. Joshua Dale Hanna is currently registered in Arkansas, Oklahoma, and Texas. Joshua Dale Hanna has also held licenses in Connecticut and New York. Joshua Dale Hanna holds the Series 6, Series 63, and SIE licenses. Joshua Dale Hanna is also a Chartered Financial Consultant. Besides working with State Farm Investment Management Corp., Joshua Dale Hanna owns Joshua Hanna Insurance Agency. Joshua Dale Hanna is also a partner in Josh Hanna LLC, which is a real estate investment firm.

Firm Information

Joshua Hanna 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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Joshua Hanna’s Registration & Firm History

TX

10/08/2021 - Present

State Farm Investment Management Corp. (Crowley TX)

CT

11/16/2004 - 02/26/2007

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NY

03/13/2003 - 04/29/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Dale Hanna.
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