Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
2yrs
Daniel Mize
Financial advisor at State Farm Investment Management
Daniel Mize has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Albuquerque, New Mexico. Daniel joined State Farm Investment Management in 2024, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 535 advisors with offices in Albuquerque, and one of 510 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3613 Nm 528 Suite B, Albuquerque, NM 87114
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowState Farm Investment Management Corp.Current firm
Contact Daniel
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Daniel. 3613 Nm 528 Suite BAlbuquerque, NM 87114Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call State Farm Investment Management at (800) 447-0740 and ask for Daniel Mize. Daniel works from the Albuquerque, NM office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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