Alexander M. Wymore
Professional summary
Alexander Michael Wymore, who also goes by Alexander Michael Koala, Alexander Wymore, Alex Wymore, is a registered financial advisor currently at KOALA FINANCIAL located in Bonita, California.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alexander has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Michael Wymore'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.
January 22, 2015 - November 9, 2022
CETERA INVESTMENT ADVISERS LLC
January 14, 2015 - November 9, 2022
CETERA FINANCIAL SPECIALISTS LLC
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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