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Kimberly Anne Owen

Prostatis Financial Advisors Group

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About Kimberly Anne Owen

Kimberly Anne Owen is a financial advisor at Prostatis Financial Advisors Group. Kimberly has been working in the financial industry since 2006 and is a Certified Financial Planner. Kimberly has a Series 66 license. Kimberly works with individuals and high-net-worth clients. Kimberly has experience with SunTrust Investment Services and The Vanguard Group. Kimberly is also a rental property owner and spends approximately 1 hour per month managing her properties.

Firm Information

Kimberly Owen is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberly Owen’s Registration & Firm History

MD

01/07/2025 - Present

Prostatis Financial Advisors Group (Hanover MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Anne Owen.
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