Kiran Bala Sharma

Current Employers

Employment History

• 03/2014 → 04/2018
  Huntington National Bank
  Zionsville, IN
• 11/2014 → 04/2018
  The Huntington Investment Company
  Columbus, OH
• 04/2018 → 09/2019
  The Huntington Investment Company
  Zionsville, IN
• 09/2019 → 08/2022
  The Huntington Investment Company
  Zionsville, IN
• 09/2022 → 12/2025
  Lpl Financial
  Zionsville, IN
• 09/2022 → 12/2025
  Brass Tax Wealth Management, Llc Dba Storen Financial
  Zionsville, IN
• 12/2025 → Present
  Storen Legacy Partners, Llc
  Zionsville, IN
• 04/2025 → Present
  Storen Financial
  Zionsville, IN
• 12/2025 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2022-10-04 → 2025-12-31
  Brass Tax Wealth Management
  Zionsville, IN
• 2019-06-07 → 2022-08-31
  The Huntington Investment Company
  Zionsville, IN

Other Businesses

1.) STOREN LEGACY PARTNERS - 12/17/25 - 1120 W Oak Street, Zionsville, IN 46077 - IAR/Equity Owner, Provide investment advisory services through Storen Financial, an independent investment advisor firm, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) STOREN FINANCIAL ADVISORY GROUP - 4/1/25 - 1120 W Oak Street, Zionsville, IN 46077 - IAR/Equity Owner, Provide investment advisory services through Storen Financial, an independent investment advisor firm, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) STOREN FINANCIAL - 3/4/24 - 1120 W Oak Street, Zionsville, IN 46077 - Accountant, Tax preparation, Not Invt Rel, Tax prep/accounting, 20 hrs/mo; 0 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
  2019-06-06
• S63 Uniform Securities Agent State Law Examination
  2008-02-20

Other Names

• Kiran B Sharma