Daniel Lottinger

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

• 02/2007 → 07/2019
  Primerica Financial Services
  Baton Rouge, LA
• 02/2008 → 07/2019
  Pfs Investments Inc.
  Baton Rouge, LA
• 06/2019 → 07/2019
  Stryker
  Kalamazoo, MI
• 03/2019 → 05/2019
  Uber
  San Francisco, CA
• 03/2019 → 05/2019
  Lyft
  San Francisco, CA
• 08/2019 → 09/2021
  Noah Labauve Insurance Agency
  Spring, TX
• 04/2021 → 09/2021
  State Farm Vp Management Corp
  Spring, TX
• 09/2021 → 02/2022
  State Farm Vp Management Corp.
  The Woodlands, TX
• 09/2021 → 02/2022
  State Farm Insurance
  The Woodlands, TX
• 02/2022 → Present
  Daniel Lottinger Insurance Agency
  Houston, TX
• 02/2022 → 07/2025
  State Farm Vp Management Corp.
  Houston, TX
• 09/2025 → Present
  State Farm Vp Management Corp.
  Houston, TX
• 09/2025 → Present
  State Farm Investment Management Corp
  Houston, TX

Previous Registrations

• 2014-06-19 → 2017-08-09
  Pfs Investments Inc.
  Baton Rouge, LA
  Metairie, LA
  Baton Rouge, LA
  Lafayette, LA
  Baton Rouge, LA

Other Businesses

Daniel Lottinger's Insurance Agency; Insurance Agency; Investment-related; 21901 State Highway 249 suite 100 Houston, TX 77070-1546; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2022; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-18
• S63 Uniform Securities Agent State Law Examination
  2021-06-28

Other Names

• Daniel Joseph Lottinger