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Daniel Scott Wagner

State Farm Investment Management Corp.

Saratoga Springs, NY

CRD 5058729

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-01-06
NY RA APPROVED 2022-06-13
  • VT RA
    APPROVED
    Since 2023-01-06
  • NY RA
    APPROVED
    Since 2022-06-13

Branch Locations

Saratoga Springs, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dan Wagner Insurance Agency Ballston Lake NY 06/2006 12/2017
State Farm Vp Management Corp. Ballston Lake NY 06/2006 Present
State Farm Insurance Ballston Lake NY 01/2018 Present
State Farm Investment Management Corp. Ballston Lake NY 10/2018 06/2019
State Farm Investment Management Ballston Lake NY 06/2022 Present
  • 06/2006 → 12/2017
    Dan Wagner Insurance Agency
    Ballston Lake, NY
  • 06/2006 → Present
    State Farm Vp Management Corp.
    Ballston Lake, NY
  • 01/2018 → Present
    State Farm Insurance
    Ballston Lake, NY
  • 10/2018 → 06/2019
    State Farm Investment Management Corp.
    Ballston Lake, NY
  • 06/2022 → Present
    State Farm Investment Management
    Ballston Lake, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-12-08
  • S63 Uniform Securities Agent State Law Examination
    2005-12-08
Designations
  • Chartered Financial Consultant
Other Names
  • Dan Wagner

View on SEC IAPD

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