Daniel Mize

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

• 10/2024 → 04/2025
  State Farm Insurance
  Rio Rancho, NM
• 10/2024 → 04/2025
  State Farm Vp Management Corp.
  Rio Rancho, NM
• 06/2024 → 10/2024
  Jeremy Dudar Insurance
  Rio Rancho, NM
• 02/2023 → Present
  Knitty Gritty Fiber Arts
  Rio Rancho, NM
• 01/2022 → 06/2023
  Park Lawn Corporation
  Rio Rancho, NM
• 10/2017 → 11/2021
  Service Corporation International
  Colorado Springs, CO
• 12/2016 → 10/2017
  Precoa
  Loveland, CO
• 01/2015 → 12/2016
  Horan & Mcconaty Funeral Home
  Denver, CO
• 10/2024 → 04/2025
  State Farm Investment Management Corp
  Rio Rancho, NM
• 04/2025 → Present
  State Farm Investment Management Corp
  Albuquerque, NM
• 04/2025 → Present
  State Farm Vp Management Corp.
  Albuquerque, NM
• 04/2025 → Present
  Danny Jacob Mize Insurance Agency
  Albuquerque, NM

Other Businesses

1) Danny Jacob Mize's Insurance Agency; Investment-related; 3613 Nm 528 NW Ste B Albuquerque, NM 87114-8918; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2025; 80; 80; Service customers and supervise employees 2) Knitty Gritty Fiber Arts; non-investment-related; 3613 NM 528 Ste B Albuquerque, NM 87114; Retail; Owner; 02/01/2024; 20;0; Online yarn store/wholesaler

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-31
• S63 Uniform Securities Agent State Law Examination
  2024-08-30