Kiran Bala Sharma
Investment adviser representative at Storen Financial
12 yearsExperience
1 stateRegistered in
$438.3MFirm assets
Under 1 yearFirm in business
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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
12 years in the industry.
- Simplicity InvestmentsDec 2025 to now
- Storen Legacy Partners, LLCDec 2025 to now
- Storen FinancialApr 2025 to now
- Brass Tax Wealth Management, LLC dba Storen FinancialSep 2022 to Dec 2025
- LPL FinancialSep 2022 to Dec 2025
- The Huntington Investment CompanyNov 2014 to Aug 2022
- Huntington National BankMar 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5481426
- Firm CRD
- 339197