Greg Alan Storen
Investment adviser representative at Storen Financial
27 yearsExperience
2 statesRegistered in
$438.3MFirm assets
Under 1 yearFirm in business
Are you Greg Alan Storen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Storen FinancialDec 2025 to now
- Simplicity InvestmentsDec 2025 to now
- Storen Legacy Partners, LLCDec 2025 to now
- Seake LLCMar 2019 to now
- GkkeOct 2009 to now
- Storen Tax & Financial GroupOct 1999 to now
- LPL Financial LLCFeb 2018 to Dec 2025
- Brass Tax Wealth Management, Inc.Nov 2016 to Dec 2025
- Invest Financial CorporationDec 2005 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Storen Financial
Legal name: Storen Legacy Partners, LLC
$438.3MAssets managed
876Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4143424
- Firm CRD
- 339197