Kiran
Sharma
Brass Tax Wealth Management
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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
Services Offered
Fee Structure
Office Location
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Brass Tax Wealth Management Brokerage Details
$674,300,000
12
2,414
$279,329
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
Lpl Financial
Brass Tax Wealth Management, LLC Dba Storen Financial
The Huntington Investment Company
The Huntington Investment Company
Huntington National Bank
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
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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