LPL Financial
10yrs
10 years in the industry
25yrs
Dana Hogan
Financial advisor at State Farm Investment Management
Based in Hudson Falls, New York, Dana Hogan is a financial advisor with 25 years of industry experience. Dana has been with State Farm Investment Management since 2021. Dana holds the ChFC designation.
At a glance
Experience25 years (since 2001)
How that compares ?Top 17% by experience at State Farm Investment Management
Office346 Main St, Hudson Falls, NY 12839
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowState Farm Investment Management Corp.Current firm
Contact Dana
Local office(518) 747-7070Ask for Dana. (800) 447-0740Main office · Bloomington, IL 346 Main StHudson Falls, NY 12839Office · Get directions
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Questions to ask Dana
Tailored to Dana’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dana
How do I contact Dana?
Call Dana’s local office at (518) 747-7070 or the State Farm Investment Management main office at (800) 447-0740, and ask for Dana Hogan.
How long has Dana been a financial advisor?
Dana has been in the industry since 2001, about 25 years. Top 17% by experience at State Farm Investment Management.
What licenses does Dana hold?
Series 63. Tap any license on this page to see what it allows.
Is Dana a fiduciary?
Dana is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dana paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Dana for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.