Owner · Storen Financial
Kiran B. Sharma
CRD 5481426 · 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 Kiran B. Sharma on its Form ADV as Owner, a control person.
Firms and roles
- Storen FinancialOwnerWealth manager · Zionsville, IN · $438M in regulatory assets
AtlasMembers
Kiran’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
- Greg A. StorenOwner/managing Member, Storen Financial
- Ronnie L. JacksonOwner, Storen Financial
- Alexander S. KiritschenkoOwner, Storen Financial
- Laura M. BarahonaChief Compliance Officer, Storen Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kiran’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.