Kiran Sharma has been Owner of Storen Legacy Partners since October 2025, is a control person of the firm and directly owns between 25% and 50% of it. Kiran Sharma holds a Bachelor of Science in Management from Purdue 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.
Kiran Sharma is Partner and Wealth Advisor of Storen Financial. With over 18 years of experience in the financial industry, she advises on financial planning that integrates investment management, retirement planning and legacy planning with advanced tax planning and preparation. She also partners with Heather Schreiber, a Retirement Income Certified Professional, to help individuals navigate Social Security options.
Kiran Sharma’s longest registration was 3 years at Brass Tax Wealth Management (2022–2025). Before joining Storen Legacy Partners in 2025, Kiran Sharma was registered through Brass Tax Wealth Management and Huntington Financial Advisors.
- Storen FinancialCurrent– present · under a yearZionsville, IN · Adviser representative · Firm CRD 339197
- Brass Tax Wealth Management– · 3 yearsZionsville, IN · Adviser representative · Firm CRD 285249
- Huntington Financial Advisors– · 3 yearsZionsville, IN · Adviser representative · Firm CRD 16986
Investment adviser representative registrations
Kiran Sharma is registered as an investment adviser representative in Indiana, since December 2025.
- IndianaSince 17 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 June 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 7 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 February 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 February 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kiran Bala Sharma
- CRD
- 5481426
- Firm
- Storen Legacy Partners · CRD 339197
- Role
- Owner
- Office
- 1120 W OAK ST, SUITE 200, Zionsville, IN 46077
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- storenfinancial.com
Where does Kiran Sharma work?
Kiran Sharma has been Owner of Storen Legacy Partners, LLC since October 2025, and is a control person of the firm.
Is Kiran Sharma a financial advisor?
Yes. Kiran Sharma has a current investment-adviser registration in Indiana, through Storen Legacy Partners since December 2025.
How many years of experience does Kiran Sharma have?
Kiran Sharma has 17 years in the financial industry, since December 2008, across 3 adviser firms.
What exams has Kiran Sharma passed?
Kiran Sharma has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in February 2008. FINRA credited Kiran Sharma with the SIE, which began in October 2018.
Where did Kiran Sharma work before Storen Legacy Partners?
Before Storen Legacy Partners, Kiran Sharma was registered through Huntington Financial Advisors, June 2019 to August 2022.
Where is Kiran Sharma based?
Kiran Sharma’s registered office is in Zionsville, IN.
Is Kiran Sharma registered with FINRA?
Yes. Kiran Sharma has a current broker registration, under CRD 5481426.
Source: FINRA BrokerCheck
How can I verify Kiran Sharma’s record?
Search CRD 5481426 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kiran Sharma’s full registration record.
