Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Frisco, TX 75034-6039
Credentials
ChFC®, Series 63
Industry experience
27 years
Daniel Pulaski is a ChFC® credentialed advisor with 27 years of industry experience, currently serving at State Farm Investment Management Corp. since 2018 and State Farm VP Management Corp. since 1998. He also owns and operates Dan Pulaski Insurance Agency, which he has managed since 1996. Pulaski is involved in local civic activities as the secretary of Denton County Municipal Utility District No. 5. State Farm Investment Management Corp. 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 combination of low-cost ETFs and select actively managed mutual funds, with automated rebalancing and periodic tax-loss harvesting.
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
1518 Legacy Dr, Ste 200
Frisco, TX 75034-6039
Texas
State Farm Investment Management Corp
2022 - Present (4 years)
State Farm Investment Management Corp
2018 - 2018 (1 year)
State Farm VP Management Corp.
1998 - Present (28 years)
Dan Pulaski Insurance Agency
1996 - Present (30 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
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ChFC®
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Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
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