Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Platte, MO 64079
Credentials
ChFC®, Series 63
Industry experience
19 years
Daniel Demory is a financial advisor with State Farm Investment Management and holds the ChFC® and Series 63 designations. He has 19 years of industry experience and has been with State Farm VP Management Corp. and Daniel Demory Insurance Agency since 2007. Outside of financial advising, he is involved in managing an investment-related LLC formed with friends to hold vacant land used for duck hunting. State Farm Investment Management provides discretionary investment management through centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm manages accounts on a discretionary basis using a mix of low-cost ETFs and select actively managed mutual funds, offering services through a large network of investment adviser representatives and affiliated entities.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
420 Branch St
Platte, MO 64079
Kansas · Missouri
State Farm VP Management Corp
2022 - Present (4 years)
Daniel Demory Insurance Agency
2022 - Present (4 years)
State Farm Investment Management
2018 - Present (8 years)
State Farm VP management corp
2007 - Present (19 years)
Daniel Demory Insurance Agency
2007 - Present (19 years)
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