Kimberly Anne Owen

Employer firm

Prostatis Financial Advisors Group CRD 132662

$605M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2016 → 10/2019
  Suntrust Investment Services, Inc.
  Fort Myers, FL
• 01/2016 → 10/2019
  Suntrust Bank
  Fort Myers, FL
• 09/2016 → 10/2019
  Suntrust Advisory Services
  Fort Myers, FL
• 10/2021 → 03/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 12/2019 → 10/2021
  Unemployed
  Downingtown, PA
• 12/2024 → Present
  Prostatis Group Llc
  Hanover, MD
• 11/2014 → Present
  Self
  Lehigh Acres, FL

Previous Registrations

• 2021-10-11 → 2024-04-03
  Vanguard Advisers, Inc.
  Malvern, PA
• 2016-09-26 → 2019-10-23
  Truist Advisory Services, Inc.
  Fort Myers, FL
  Ft. Myers, FL
• 2007-01-04 → 2016-12-31
  Truist Investment Services, Inc.
  Fort Myers, FL
  Fort Myers, FL
  Fort Myers, FL
  Ft. Myers, FL

Other Businesses

NAME OF BUSINESS: Rental Property Owner NON-INVESTMENT RELATED ADDRESS (City/State): Fort Myers, FL NATURE OF BUSINESS: Rental Property POSITION: OWNER START DATE (Month/Year): 11/2014 APPROXIMATE HOURS PER MONTH: 1 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Own a property at 18 Richmond Avenue N, Lehigh Acres, FL 33936

Exams

• S66 Uniform Combined State Law Examination
  2006-12-21

Designations

• Certified Financial Planner

Other Names

• Kimberly Anne Owen
• Kimberly Ann Owen
• Kimberly Owen