Greg Storen has been Owner/Managing Member of Storen Legacy Partners since October 2025, is a control person of the firm and directly owns between 25% and 50% of it. Greg Storen holds a Bachelor of Science in Finance and Management from Ball State University and an MBA from Butler University.
Storen Legacy Partners, LLC is a Zionsville, IN firm with $438M under management, 876 clients and 6 advisers in one office, as of its April 2026 filing.
Greg Storen is Managing Partner / CEO and Advisory Services Director of Storen Financial. He is the owner of the firm and steers its operations and strategic direction. He launched his own practice in 1999.
Greg Storen’s longest registration was 12 years at Invest Financial Corporation (2005–2018). Before joining Storen Legacy Partners in 2025, Greg Storen was registered through LPL Financial LLC and Brass Tax Wealth Management.
- Storen FinancialCurrent– present · under a yearZionsville, IN · Adviser representative · Firm CRD 339197
- LPL Financial LLC– · 2 yearsZionsville, IN · Adviser representative · Firm CRD 6413
- Brass Tax Wealth Management– · 9 yearsBrownsburg, IN · Adviser representative · Firm CRD 285249
- Invest Financial Corporation– · 12 yearsBrownsburg, IN · Adviser representative · Firm CRD 12984
- Charter Advisory Corporation– · 2 yearsIndianapolis, IN · Adviser representative · Firm CRD 113390
- Mutual Service Corporation– · 2 yearsIndianapolis, IN · Adviser representative · Firm CRD 4806
Investment adviser representative registrations
Greg Storen is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2025; the most recent is Texas, in January 2026.
- IndianaSince 17 December 2025
- TexasResidentSince 6 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 May 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Greg Alan Storen
- CRD
- 4143424
- Firm
- Storen Legacy Partners · CRD 339197
- Role
- Owner/Managing Member
- Office
- 1120 W OAK ST, SUITE 200, Zionsville, IN 46077
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- storenfinancial.com
Where does Greg Storen work?
Greg Storen has been Owner/Managing Member of Storen Legacy Partners, LLC since October 2025, and is a control person of the firm.
Is Greg Storen a financial advisor?
Yes. Greg Storen has a current investment-adviser registration in Indiana and Texas, through Storen Legacy Partners since December 2025.
How many years of experience does Greg Storen have?
Greg Storen has 26 years in the financial industry, since May 2000, across 6 adviser firms.
What exams has Greg Storen passed?
Greg Storen has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in May 2000. FINRA credited Greg Storen with the SIE, which began in October 2018.
Where did Greg Storen work before Storen Legacy Partners?
Before Storen Legacy Partners, Greg Storen was registered through LPL Financial LLC, February 2018 to October 2020; Invest Financial Corporation, December 2005 to February 2018; Charter Advisory Corporation, August 2003 to January 2006; Mutual Service Corporation, July 2003 to December 2005.
Where is Greg Storen based?
Greg Storen’s registered office is in Zionsville, IN.
Is Greg Storen registered with FINRA?
Yes. Greg Storen has a current broker registration, under CRD 4143424.
Source: FINRA BrokerCheck
How can I verify Greg Storen’s record?
Search CRD 4143424 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Greg Storen’s full registration record.
