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Scot Lynn Daniels

State Farm Investment Management Corp.

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About Scot Lynn Daniels

Scot Daniels has been a registered representative in the securities industry since 2001. Scot holds the Series 6 and Series 63 licenses, and is a Chartered Financial Consultant. Scot has a long history of working for State Farm and currently works at State Farm Investment Management Corp. in Albion, NE. Scot also owns and operates Scot Daniels's Insurance Agency which provides insurance services through State Farm. Scot is registered to conduct business in Nebraska.

Firm Information

Scot Daniels 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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Scot Daniels’s Registration & Firm History

NE

06/26/2023 - Present

State Farm Investment Management Corp. (Albion NE)

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Licenses & Designations

BC

Issued 01/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scot Lynn Daniels.
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