James Brian Biggs

Employer firm

Storen Financial CRD 339197

$438M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Storen Financial Group
  Brownsburg, IN
• 09/2012 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 11/2016 → 12/2025
  Brass Tax Wealth Management, Inc.
  Zionsville, IN
• 02/2018 → 12/2025
  Lpl Financial Llc
  Zionsville, 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
  Brownsburg, IN
  Zionsville, IN
• 2013-07-18 → 2018-02-14
  Invest Financial Corporation
  Brownsburg, IN
  Appleton, WI

Other Businesses

1.) STOREN LEGACY PARTNERS - 12/28/2025 - 1120 W Oak Street, Zionsville, IN 46077 - IAR, Invt Rel, Advisory Services, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) STOREN FINANCIAL - 1/1/2021 - 1120 W Oak Street, Zionsville, IN 46077 - Tax Return Preparer, Tax preparer, Not Invt Rel, Tax business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) 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
  2013-07-10
• S63 Uniform Securities Agent State Law Examination
  2012-12-06

Other Names

• James Biggs