Daniel Kent Baird

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

• 03/1998 → Present
  State Farm Vp Management Corp.
  Austin, TX
• 04/1985 → Present
  Daniel Baird Insurance Agency
  Austin, TX
• 03/2011 → 03/2017
  State Farm Investment Management Corp.
  Austin, TX
• 08/2018 → Present
  State Farm Investment Management Corp
  Austin, TX

Previous Registrations

• 2011-03-01 → 2017-03-31
  State Farm Investment Management Corp.
  Austin, TX
• 2009-09-04 → 2010-02-25
  State Farm Investment Management Corp.
  Austin, TX
• 2005-03-31 → 2008-12-31
  State Farm Investment Management Corp.
  Austin, TX

Other Businesses

1. Rocket Mortgage; Investment-related; Addr - 5750 Balcones Dr Ste 201 Austin, TX 78731-4269Mortgage Loan Originator/Broker; Mortgage Loan Origination; Start Date of relationship 06/12/2020; Compensation: Commission; No.of hours per month: 15; Duties - The registered representative will originate mortgage loans as part of this activity. As a result of this role, the RR may also be considered a branch manager, which may include performing certain administrative duties and receiving compensation on the other agents' mortgage business. The registered representative may lease or sublease a portion of the registered representative's office space to the company. 2. Daniel Baird's Insurance Agency; Insurance Agency; Investment-related; 5750 Balcones Dr Ste 201 Austin, TX 78731-4269; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/1983; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-08

Designations

• Chartered Financial Consultant

Other Names

• Dan Baird