Stephen Daniel Greer

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

• 02/2016 → 01/2020
  Robert Garner Insurance Agency
  Massillon, OH
• 08/2019 → 05/2020
  State Farm Vp Management Corp
  Massillon, OH
• 04/2023 → 04/2023
  State Farm Investment Management Corp
  Massillon, OH
• 01/2020 → 05/2020
  State Farm Insurance
  Massillon, OH
• 06/2020 → Present
  State Farm Investment Management Corp
  Canal Fulton, OH
• 06/2020 → Present
  State Farm Vp Management Corp
  Canal Fulton, OH
• 06/2020 → Present
  Stephen Greer Insurance Agency
  Canal Fulton, OH

Other Businesses

1) Canal Fulton Area Chamber of Commerce; non-investment-related; 116 Canal St N Canal Fulton OH 44614; Association; Board Member; none; 01/01/2022; 5;5; Help conduct monthly meetings. Attend and work events to support local businesses. 2) Stephen Greer's Insurance Agency; Investment-related; 365 Towpath Ave NW Ste F Canal Fulton, OH 44614-8143; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2020; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-03

Other Names

• Steve Greer