Daniel Shreve, financial advisor Zionsville IN

Daniel Shreve

CRD Number: 2923174
Current Firm: State Farm Investment Management Corp.

Daniel Shreve (CRD# 2923174) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Zionsville, IN and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Zionsville, IN Aug 2018 - Current 3
Daniel Shreve Insurance Agency Zionsville, IN Oct 2012 - Current 9
State Farm Vp Management Corp. Zionsville, IN Oct 2012 - Current 9
State Farm Vp Management Corp. Indianapolis, IN Jun 1997 - Sep 2012 15
Daniel Shreve Insurance Agency Indianapolis, IN Apr 1991 - Sep 2012 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Daniel A. Shreve
Phone Number: 800-447-0740
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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