Kimberly Anne Owen
Investment adviser representative at Prostatis Financial Advisors Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$605.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Prostatis Financial Advisors GroupJan 2025 to now
- Prostatis Group LLCDec 2024 to now
- SelfNov 2014 to now
- The Vanguard Group, Inc.Oct 2021 to Mar 2024
- UnemployedDec 2019 to Oct 2021
- Suntrust Advisory ServicesSep 2016 to Oct 2019
- Suntrust BankJan 2016 to Oct 2019
- Suntrust Investment Services, Inc.Jan 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MD).
Prostatis Financial Advisors Group
Legal name: Prostatis Group LLC
$605.4MAssets managed
1,568Clients
15Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5214548
- Firm CRD
- 132662