Kimberly Kelly Provo

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → Present
  First Command Financial Planning, Inc
  Fort Worth, TX
• 03/2001 → Present
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Other Businesses

(1) Name of the other business: My Salon Suite Franchisee ; Whether the business is investment-related: No ; Address of the other business: 250 Gateway South Suite 100 Dover DE 19901 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 1/15/2018 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Owner (2) Name of the other business: RamPro LLC ; Whether the business is investment-related: No ; Address of the other business: 4608 South DuPont Hwy Suite 1 Dover DE 19901 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 7/29/2021 ; The approximate number of hours/month you devote to the other business: 1-5 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: Landlord (3) Name of the other business: My Salon Suite ; Whether the business is investment-related: No ; Address of the other business: 1655 Lake Seymour Dr Middletown DE 19709 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 12/30/2023 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Responsible for leasing suites (4) Name of the other business: Kimwich Inc ; Whether the business is investment-related: Yes ; Address of the other business: 4608 S DuPont Hwy Dover DE 19901 ; Nature of the other business;:Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: Apr 04, 2007 ; The approximate number of hours/month you devote to the other business: 1 - 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: It is the S Corp That I use for my First Command Business

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-15
• S63 Uniform Securities Agent State Law Examination
  2001-05-18

Other Names

• Kim Swanson
• Kimberly Dawn Swanson
• Kimberly Dawn Swanson