Greg Alan Storen

Current Employers

Employment History

• 10/1999 → Present
  Storen Tax & Financial Group
  Zionsville, IN
• 12/2005 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 11/2016 → 12/2025
  Brass Tax Wealth Management, Inc.
  Brownsburg, IN
• 10/2009 → Present
  Gkke
  Brownsburg, IN
• 02/2018 → 12/2025
  Lpl Financial Llc
  Brownsburg, IN
• 03/2019 → Present
  Seake Llc
  Brownsburg, IN
• 12/2025 → Present
  Storen Legacy Partners, Llc
  Zionsville, IN
• 12/2025 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2016-11-04 → 2025-12-31
  Brass Tax Wealth Management
  Brownsburg, IN
  Cincinnati, OH
  Zionsville, IN
• 2018-02-14 → 2020-10-06
  Lpl Financial Llc
  Zionsville, IN
  Brownsburg, IN
• 2005-12-02 → 2018-02-20
  Invest Financial Corporation
  Zionsville, IN
  Brownsburg, IN
  Zionsville, IN
  Appleton, WI
• 2003-08-07 → 2006-01-05
  Charter Advisory Corporation
  Indianapolis, IN
• 2003-07-28 → 2005-12-16
  Mutual Service Corporation
  Indianapolis, IN

Other Businesses

1.) STOREN TAX & FIN GROUP - 1/10/18 - 1120 W Oak Street, Zionsville, IN 46077 - Tax Prep/Accounting/CPA, Tax Preparation, Not Invt Rel, Tax business, 0 hrs/mo; 0 hrs/mo (during trading hours). 2.) STOREN FINANCIAL - 6/26/2018 - 1120 W Oak Street, Zionsville, IN 46077 - CPA, Run business & prepare tax returns, Not Invt Rel, IAR/CPA business, 80 hrs/mo; 80 hrs/mo (during trading hours). 3.) STOREN LEGACY PARTNERS LLC - 11/6/25 - 1120 W Oak Street, Zionsville, IN 46077 - Partner/Managing Member, Owber, Invt Rel, RIA, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) Simplicity Investments - 12/23/2025 - 1120 W Oak Street, Zionsville, IN 46077 - Registered Rep, Broker Dealer business, Invt Rel, RR, 5 hrs/mo; 5 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-03
• S63 Uniform Securities Agent State Law Examination
  2000-06-09