Daniel Lee Verret

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  Daniel Verret Jr Insurance Agency
  Lafayette, LA
• 04/2009 → Present
  State Farm Vp Management Corp
  Lafayette, LA
• 08/2018 → Present
  State Farm Investment Management Corp
  Lafayette, LA

Previous Registrations

• 2004-04-26 → 2008-12-31
  State Farm Investment Management Corp.
  Carencro, LA

Other Businesses

1) LA STATE FARM AGENTS & ASSOCIATES POLITICAL ACTION COMMITTEE; NON-INVESTMENT-RELATED; 3043 OLD FORGE DRIVE, SUITE A BATON ROUGE, LA 70808; POLITICAL ACTION COMMITTEE; DIRECTOR; 01-01-2012; 1 HRS/MO; 0 HR/MO; OFFICER MEMBER OF THE BOARD OF DIRECTORS. 2) L&T FARMS LLC; INVESTMENT-RELATED; 407 W. BUTCHER SWITCH RD, LAFAYETTE, LA,33727; CATTLE; 100% OWNER; 6/15/2014; 20 HR/MO; 2 HR/MO; MANAGE HERD, CONTROL OF CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS, PAY BILLS, CHECK SIGNATORY AUTHORITY. 3) Daniel Verret's Insurance Agency; Insurance Agency; Investment-related; 3037 NW Evngln Trwy Lafayette, LA 70507-3424; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/1979; 80; 80; Service customers and supervise employees

Designations

• Chartered Financial Consultant

Other Names

• Lee Verret