Kayla M. Benjamin

KB FINANCIAL ADVISORS LLC

Denver, CO

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CRD#: 6322301

Professional summary

Kayla Marie Benjamin, CFP®, who also goes by Kayla Benjamin, is a registered financial advisor currently at KB FINANCIAL ADVISORS LLC located in Denver, Colorado.

Kayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kayla has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kayla Benjamin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla Marie Benjamin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

January 22, 2026 - Present

KB FINANCIAL ADVISORS LLC

RIA

CRD#: 134374

Denver, CO

Past

November 28, 2023 - May 13, 2025

DODDS WEALTH, LLC

RIA

CRD#: 323632

GREENWOOD VILLAGE, CO

Past

November 27, 2023 - June 23, 2025

LPL FINANCIAL LLC

CRD#: 6413

GREENWOOD VILLAGE, CO

Past

October 25, 2016 - November 9, 2023

GILL CAPITAL PARTNERS, LLC

CRD#: 14559

DENVER, CO

Past

October 20, 2016 - November 9, 2023

GILL CAPITAL PARTNERS, LLC

RIA

CRD#: 14559

DENVER, CO

Past

April 7, 2015 - March 21, 2016

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

April 7, 2015 - March 21, 2016

CURIAN CLEARING, LLC

CRD#: 132938

DENVER, CO

Past

September 2, 2014 - December 5, 2014

EDWARD JONES

RIA

CRD#: 250

LAKEWOOD, CO

Past

June 11, 2014 - December 5, 2014

EDWARD JONES

CRD#: 250

LAKEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KB FINANCIAL ADVISORS LLC

KB FINANCIAL ADVISORS LLC | KLEINMAN, JACKIE LYNN | KB FINANCIAL ADVISORY

CRD#: 134374 / SEC#: 801-135226

RIA

Registered Investment Advisory firm - (1/22/2026 Approved)

California

Registered Investment Advisory firm - (2/9/2026 Termination Requested)

New York

Registered Investment Advisory firm - (2/9/2026 Approved)

Tennessee

Registered Investment Advisory firm - (2/9/2026 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2014

General Securities Representative Examination

Current Firm

KB FINANCIAL ADVISORS LLC

KB FINANCIAL ADVISORS LLC | KLEINMAN, JACKIE LYNN | KB FINANCIAL ADVISORY

CRD#: 134374 / SEC#: 801-135226

RIA

Registered Investment Advisory firm - (1/22/2026 Approved)

California

Registered Investment Advisory firm - (2/9/2026 Termination Requested)

New York

Registered Investment Advisory firm - (2/9/2026 Approved)

Tennessee

Registered Investment Advisory firm - (2/9/2026 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2026 Terminated)

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Contact information

Main Address

595 Market Street Suite 1023, San Francisco, CA 94105

Mailing Address

Phone number

(415) 295-2487

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/23/2026)

Regulatory assets under management

Total Number of Accounts	386
AUM (Assets Under Management)	$ 115,482,021

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kayla M. Benjamin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla Marie Benjamin's CRS (Customer Relationship Summary).

Certified licenses

Experience

DODDS WEALTH, LLC

LPL FINANCIAL LLC

GILL CAPITAL PARTNERS, LLC

GILL CAPITAL PARTNERS, LLC

CURIAN CAPITAL, LLC

CURIAN CLEARING, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KB FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/11/2014

Current Firm

KB FINANCIAL ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KB FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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