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GS

Greg A. Storen

STOREN FINANCIAL
ZIONSVILLE, IN 46077
Some features on this profile are disabled
CRD#: 4143424
GS

Professional summary

Greg Alan Storen is a registered financial advisor currently at STOREN FINANCIAL located in Zionsville, Indiana and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Greg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Greg has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Alan Storen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 17, 2025 - Present

STOREN FINANCIAL

Office #1: 1120 W Oak St Suite 200, Zionsville, IN 46077
RIA
CRD#: 339197
ZIONSVILLE, IN
Current

December 22, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

February 14, 2018 - October 6, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
ZIONSVILLE, IN
Past

February 14, 2018 - December 23, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ZIONSVILLE, IN
Past

November 4, 2016 - December 31, 2025

BRASS TAX WEALTH MANAGEMENT

RIA
CRD#: 285249
Brownsburg, IN
Past

December 2, 2005 - February 20, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
BROWNSBURG, IN
Past

December 2, 2005 - February 14, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
BROWNSBURG, IN
Past

August 7, 2003 - January 5, 2006

CHARTER ADVISORY CORPORATION

RIA
CRD#: 113390
INDIANAPOLIS, IN
Past

July 28, 2003 - December 16, 2005

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
INDIANAPOLIS, IN
Past

May 8, 2000 - December 16, 2005

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/22/2025)
RR
California
(12/22/2025)
RR
Colorado
(12/22/2025)
RR
Florida
(12/22/2025)
RR
Illinois
(12/22/2025)
IAR
Indiana
(12/17/2025)
RR
Indiana
(12/22/2025)
RR
Michigan
(12/22/2025)
RR
Minnesota
(12/22/2025)
RR
Mississippi
(12/22/2025)
RR
North Carolina
(12/22/2025)
RR
Ohio
(12/22/2025)
RR
Oregon
(12/22/2025)
RR
Pennsylvania
(12/22/2025)
RR
South Carolina
(12/22/2025)
RR
Tennessee
(12/22/2025)
RR
Texas
(12/22/2025)
IAR
Texas
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/3/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/9/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/15/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/5/2000
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SF
STOREN FINANCIAL
STOREN FINANCIAL | STOREN LEGACY PARTNERS, LLC

CRD#: 339197 / SEC#: 801-134761

RIA
Registered Investment Advisory firm - (11/21/2025 120-Day Approval)
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Contact information

Main Address
1120 W Oak St Suite 200, Zionsville, IN 46077
Mailing Address
Phone number
(317) 733-1000
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STOREN FINANCIAL ADV PART 2 (11/20/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STOREN FINANCIAL

CRD#: 339197Zionsville, IN 46077

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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