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Daniel James Sevier

State Farm Investment Management Corp.

Bellevue, WA

CRD 2856697

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-08-13
  • WA RA
    APPROVED
    Since 2018-08-13

Branch Locations

Bellevue, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp. Bellevue WA 03/2013 Present
State Farm Insurance Bellevue WA 03/2013 Present
State Farm Investment Management Corp. Bellevue WA 08/2018 Present
  • 03/2013 → Present
    State Farm Vp Management Corp.
    Bellevue, WA
  • 03/2013 → Present
    State Farm Insurance
    Bellevue, WA
  • 08/2018 → Present
    Bellevue, WA
Other Businesses

1) Bancroft/Belleview LLC; investment-related; 2501 100th Ave NE, Bellevue, WA, 98004; investment or commercial property; officer; no title; 9/1/2021; 5; 0; Serve as an advisor only with regards to valuing property or management decisions. 2) Four Bs LLC; Investment-related; 2501 100th Ave NE Bellevue WA 98004;Commercial Property; Partner; Purchasing an apartment complex in Kansas City. Will be professionally managed. No active involvement on my part.; 4/1/2022; 2; 1; Pay bills/Co-Signor on checking account

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-10
  • S63 Uniform Securities Agent State Law Examination
    1997-03-10
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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