Bobbi A. Koala
Professional summary
Bobbi Alexander Koala, who also goes by Bobbi A Koala, Bobbi Koala, Bobbi Lindberg, Robert Alexander Thai, is a registered financial advisor currently at KOALA FINANCIAL located in Bonita, California.
Bobbi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Bobbi has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bobbi Alexander Koala's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2026 - Present
KOALA FINANCIAL
Office #1: 5012 Central Avenue Suite J, Bonita, CA 91902September 5, 2025 - June 16, 2026
CETERA INVESTMENT ADVISERS LLC
September 5, 2025 - June 16, 2026
CETERA WEALTH SERVICES, LLC
November 7, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
November 7, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
April 4, 2003 - November 9, 2022
CETERA INVESTMENT ADVISERS LLC
January 21, 2003 - November 9, 2022
CETERA FINANCIAL SPECIALISTS LLC
November 7, 1988 - December 19, 1989
MARINER FINANCIAL SERVICES, INC.
May 19, 1986 - November 27, 1987
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/23/2026)
Exams
Current Firm
KOALA FINANCIAL
CRD#: 340891 / SEC#:
Contact information
Red Flags
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