Daniel Miller

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

• 05/2023 → 11/2023
  State Farm Insurance
  Dallas, TX
• 05/2023 → 11/2023
  State Farm Vp Management Corp.
  Dallas, TX
• 10/2021 → 05/2023
  State Farm
  Dallas, TX
• 07/2019 → 10/2021
  State Farm
  Dallas, TX
• 12/2018 → 07/2019
  State Farm
  Olympia, WA
• 04/2017 → 12/2018
  State Farm
  Tacoma, WA
• 04/2016 → 04/2017
  State Farm
  Tacoma, WA
• 06/2023 → 11/2023
  State Farm Investment Management Corp
  Dallas, TX
• 12/2023 → Present
  Dan Miller Insurance Agency
  Lewisville, TX
• 12/2023 → Present
  State Farm Investment Management Corp
  Lewisville, TX
• 12/2023 → Present
  State Farm Vp Management Corp.
  Lewisville, TX

Other Businesses

1) Dan Miller Insurance Agency; Investment-related; 1760 S Stemmons Fwy Ste 285 Lewisville, TX 75067; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2023; 80; 80; Service customers and supervise employees 2) Dan Miller Property #1 (Personally held real estate); investment-related; 5217 Rustic Ridge dr McKinney, TX 75071; Investment or Commercial Property; Owner; none; 5/1/2024; 1; 0; Duties: Privately held rental building

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-14

Designations

• Chartered Financial Consultant