Greg Storen is a registered investment advisor, based in Zionsville, IN, with 25 years of industry experience.
Location
1120 W Oak St, Suite 200, Zionsville, IN, 46077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Greg is involved in several business activities, including tax preparation/accounting, real estate rental and partnerships, and providing investment advisory services through Brass Tax Wealth Management. Several entities are DBAs for his LPL business.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Storen Financial
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Brass Tax Wealth Management
Invest Financial Corporation
Invest Financial CorporationBroker
Charter Advisory Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.