Kellye Sue Daniel

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

• 08/2015 → Present
  State Farm Insurance
  Driftwood, TX
• 08/2015 → Present
  State Farm Vp Management Corp
  Driftwood, TX
• 08/2018 → Present
  State Farm Investment Management Corp.
  Driftwood, TX

Other Businesses

1) Young Men's Service League; Non-Investment-Related; 940 US 290, Dripping Springs, TX 78620; Non-Profit Organization; Board Member & Secretary; 5/1/2022; 2, 0; Take meeting notes. 2) Young Men's Service League - Dripping Springs Chapter; Non-investment-related; 940 US 290 Dripping Springs TX 78620; Membership/Civic/Fraternal Organization; Officer; Board Member; President; 05/01/2023; 2; 0; YMSL is a non-profit 501(c) 3) national organization with local chapters. Mothers and their High School sons volunteer together to serve the local community. In addition to the service, YMSL teaches leadership and life skills to develop the young men. Volunteer hours and development meetings are held throughout the year ending with an annual banquet to recognize the seniors and their service to the community.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-10-13

Designations

• Chartered Financial Consultant

Other Names

• Kellye Sue Krause