Daniel Lozano
Financial advisor at State Farm Investment Management Corp. · Hurricane, UT
Last updated 2026-10-10
Claim your profileDaniel Lozano is a financial advisor at State Farm Investment Management Corp. in Hurricane, UT, CRD 7922510. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2025-05-07.
Registration
- CRD number
- 7922510
- Registration status
- Active
- IAPD registration
- 2025-05-07
- Industry Experience
- 1 year
- Work Experience
- 12 years
- States registered
- AZ, UT
Licenses and exams
- Series 63
- Series 65
Work history
- 2021-08 to 2022-06 · Mr. Handyman of Lehi, Provo & Spanish Form · Pleasant Grove, UT
- 2022-07 to 2022-10 · Unemployed · Cedar City/orem, UT
- 2021-01 to 2021-08 · Unemployed · Rexburg/orem, ID
- 2020-07 to 2021-01 · Safestreetsusa · Rexburg, ID
- 2022-10 to 2025-11 · Seth Porter Insurance Agency · Cedar City, UT
- 2019-07 to 2020-07 · Ardent Pest Control · Rexburg, ID
- 2019-01 to 2019-07 · Caption Call · Idaho Falls, ID
- 2018-09 to 2018-12 · Unemployed · Rexburg, ID
- 2018-06 to 2018-09 · Treehouse Almonds · Delano, CA
- 2014-05 to 2018-06 · Unemployed · Visalia, CA
- 2024-05 to 2026-04 · State Farm Vp Management Corp. · Cedar City, UT
- 2025-05 to 2026-04 · State Farm Investment Management Corp · Cedar City, UT
- 2025-11 to 2026-04 · State Farm Insurance · Cedar City, UT
- 2026-04 to Present · State Farm Investment Management Corp · Hurricane, UT
- 2026-04 to Present · State Farm Vp Management Corp. · Hurricane, UT
- 2026-04 to Present · Danny Lozano Insurance Agency · Hurricane, UT
Current employment
- State Farm Investment Management Corp. · Bloomington, IL
State Farm Investment Management Corp.
- Regulatory AUM
- $12,938,660,000
- Registered advisors
- 7,127
- Offices
- 8,255
- Clients per advisor
- 0.5 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 4.1% (Low)
State Farm Investment Management Corp.: advisors, services and reported ETF investments
About
Daniel Lozano is a financial advisor at State Farm Investment Management Corp. in Hurricane, UT. Reported securities licenses include Series 63 and Series 65. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include State Farm Vp Management Corp., Danny Lozano Insurance Agency, State Farm Insurance, Seth Porter Insurance Agency, among others.
SEC disclosures list additional business and community activities: 1) Danny Lozano'S Insurance Agency; Investment-Related; 250 W State St Unit B Hurricane.
State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies.
What this firm offers
Filed by State Farm Investment Management Corp. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
250 W State St, Hurricane, UT 84737-2188
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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