Wells Fargo Advisors
42yrs
Top advisor by experience in Owensboro
19yrs
Daniel Dick
Financial advisor at State Farm Investment Management
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 66% of advisors at State Farm Investment Management
Office3101 Alvey Park Dr E Suite B, Owensboro, KY 42303
How the firm is paid ?Percent of assets
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowState Farm Investment Management Corp.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call State Farm Investment Management at 800-447-0740 and ask for Daniel Dick. Daniel works from the Owensboro, KY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 19 years. More experience than 66% of advisors at State Farm Investment Management.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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