Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Storen Financial financial advisors in Zionsville, IN

Every SEC-registered investment adviser representative at a Storen Financial office in Zionsville, A to Z.

The short answer

5 registered advisors work at Storen Financial in Zionsville, out of 5 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Storen Financial advisors in Zionsville, A to Z

Every Storen Financial advisor →

Storen Financial advisors in every city and state →Storen Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Zionsville

All Zionsville advisors →

Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Wealth Advisory Solutions, LLC 8Ameriprise Financial Services, LLC 7Edward Jones 5LPL Financial LLC 4Osaic Wealth, Inc. 4State Farm Investment Management Corp. 3

Questions

How many financial advisors does Storen Financial have in Zionsville?

5 investment adviser representatives are registered at Storen Financial offices in Zionsville, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Storen Financial one of the largest advisor employers in Zionsville?

Storen Financial ranks number 6 in Zionsville by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 9.

How do I check a Storen Financial advisor in Zionsville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Storen Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.