Daniel Walter Shkapich

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

• 03/2013 → Present
  State Farm Vp Management Corp.
  Chandler, AZ
• 03/2013 → Present
  State Farm Insurance
  Chandler, AZ
• 08/2018 → Present
  State Farm Investment Management Corp.
  Chandler, AZ

Other Businesses

1) Party Planimals; non-investment-related; 1580 W. Prescott Dr. Chandler AZ 85248; retail; officer; officer; 07/01/2022; 1; 1; My wife provides decorations for parties like weddings and showers. Decorations include but are not limited to balloon arches, center pieces for tables and various other decorative items. 2) Daniel W Investments LLC; non-investment-related; 1580 W. Prescott Dr. Chandler AZ 85248; Other; Owner; None; 08/01/2025; 40;40; I am trading options for me personally at home and would like to establish an LLC so that I can deduct eligible expenses

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-01-19

Designations

• Chartered Financial Consultant

Other Names

• Dan W Shkapich