Keel Point
46yrs
Top advisor by experience in Huntsville
3yrs
Sheldon Green
Financial advisor at State Farm Investment Management
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1101 Monroe St SW Suite B, Huntsville, AL 35801
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
- 2024 – nowState Farm Investment Management Corp.Current firm
Questions to ask Sheldon
Tailored to Sheldon’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 Sheldon
How do I contact Sheldon?
Call State Farm Investment Management at 800-447-0740 and ask for Sheldon Green. Sheldon works from the Huntsville, AL office.
How long has Sheldon been a financial advisor?
Sheldon has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Sheldon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sheldon a fiduciary?
Sheldon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sheldon paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Sheldon 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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