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Owner/managing Member · Storen Financial

Greg A. Storen

CRD 4143424 · Named on Form ADV at one SEC-registered adviser

At a glance

Storen Financial, an SEC-registered wealth manager based in Zionsville, IN with $438 million in regulatory assets, lists Greg A. Storen on its Form ADV as Owner/managing Member, a control person.

Firms and roles

  • Storen FinancialOwner/managing MemberWealth manager · Zionsville, IN · $438M in regulatory assets

AtlasMembers

Greg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Greg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.