Kiran B. Sharma

STOREN FINANCIAL

ZIONSVILLE, IN 46077

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CRD#: 5481426

Professional summary

Kiran Bala Sharma, who also goes by Kiran B Sharma, is a registered financial advisor currently at STOREN FINANCIAL located in Zionsville, Indiana and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Kiran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kiran has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kiran B Sharma

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 Kiran Bala Sharma'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

CRD#: 37157

SUMMIT, NJ

Past

October 4, 2022 - December 31, 2025

BRASS TAX WEALTH MANAGEMENT

RIA

CRD#: 285249

Zionsville, IN

Past

September 8, 2022 - December 23, 2025

LPL FINANCIAL LLC

CRD#: 6413

ZIONSVILLE, IN

Past

June 7, 2019 - August 31, 2022

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

ZIONSVILLE, IN

Past

November 18, 2014 - August 31, 2022

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

ZIONSVILLE, IN

Past

June 8, 2010 - February 14, 2014

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

ZIONSVILLE, IN

Past

February 13, 2008 - April 28, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

INDIANAPOLIS, IN

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.

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

California
(12/22/2025)

Florida
(12/22/2025)

Illinois
(12/22/2025)

IAR

Indiana
(12/17/2025)

Indiana
(1/2/2026)

Kentucky
(12/22/2025)

New Jersey
(12/22/2025)

New Mexico
(12/22/2025)

New York
(12/22/2025)

Ohio
(12/22/2025)

Tennessee
(12/22/2025)

Texas
(12/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/20/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/12/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

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.

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Advisor Monitoring

Firm Stability Insights

Kiran B. Sharma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kiran Bala Sharma's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

BRASS TAX WEALTH MANAGEMENT

LPL FINANCIAL LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2019

Series 63

Date: 2/20/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/7/2017

Series 6

Date: 2/12/2008

FINRA

Current Firm

STOREN FINANCIAL

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

STOREN FINANCIAL

TRUST BUT VERIFY

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