Greg Storen

from Brass Tax Wealth Management
SEC regulated
Regulated Investment Advisor
Greg Storen is a financial advisor based in Ohio, Cincinnati, with 25 years of experience. Greg currently works for Brass Tax Wealth Management. Greg maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Greg Storen works at Brass Tax Wealth Management
Brass Tax Wealth Management is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $624,100,000 of assets under management and employs about 12 people. Brass Tax Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4755 Cornell Road, Suite 102a, Cincinnati, Ohio, 45241

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