Kiran
Sharma

Brass Tax Wealth Management

CRD#5481426
Investment Advisor
in Zionsville, IN

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About this Advisor

Kiran Sharma is a financial advisor based in Zionsville, Indiana, working with Brass Tax Wealth Management. Kiran has previously held positions at Huntington National Bank, The Huntington Investment Company, Lpl Financial, and Brass Tax Wealth Management, LLC Dba Storen Financial. Kiran has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Kiran is part of Brass Tax Wealth Management, which operates out of Zionsville, Indiana. The firm has 5 offices and 12 employees. The firm manages assets totaling $674.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brass Tax Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1120 West Oak Street Suite 200
Zionsville, IN 46077

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Brass Tax Wealth Management Brokerage Details

Total Assets Under Management

$674,300,000

IN Average: $2,106,341,625
Total Number of Employees

12

IN Average: 34
Total Number of Accounts

2,414

IN Average: 1,972
Average Account Size

$279,329

IN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kiran Sharma Work History

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Brass Tax Wealth Management, LLC Dba Storen Financial

2019 - 2022 (3 years)

The Huntington Investment Company

2018 - 2019 (1 year)

The Huntington Investment Company

2014 - 2018 (4 years)

Huntington National Bank

2014 - 2018 (4 years)

The Huntington Investment Company

Disclosures

Please visit the SEC profile of Kiran Sharma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brass Tax Wealth Management

Kiran Sharma
Zionsville, IN
Leah Schulte
Cincinnati, OH
Joseph Cavazos
Cincinnati, OH
James Biggs
Cincinnati, OH
Ronnie Jackson
Zionsville, IN
Kyle Musleh
Cincinnati, OH
Nicholas Schulte
Cincinnati, OH
Alexander Kiritschenko
Cincinnati, OH

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