Merrill
45yrs
Top advisor by experience in Baton Rouge
3yrs
Anthony Sheldon
Full name on record: Anthony Wayne Sheldon
Financial advisor at State Farm Investment Management
Anthony Sheldon is a financial advisor in Baton Rouge, Louisiana, with 3 years in the industry. Anthony joined State Farm Investment Management in 2023, a firm offering investment management. Anthony holds the ChFC designation.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2121 Drusilla Lane, Baton Rouge, LA 70809
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
- 2023 – nowState Farm Investment Management Corp.Current firm
Contact Anthony
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Anthony. 2121 Drusilla LaneBaton Rouge, LA 70809Office · Get directions
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Questions to ask Anthony
Tailored to Anthony’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 Anthony
How do I contact Anthony?
Call State Farm Investment Management at (800) 447-0740 and ask for Anthony Sheldon. Anthony works from the Baton Rouge, LA office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Anthony hold?
Series 63. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Anthony paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Anthony 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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