AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Benjamin Robert Koala

Benjamin R. Koala

KOALA FINANCIAL
BONITA, CA 91902
Some features on this profile are disabled
CRD#: 6376169
Benjamin Robert Koala
Benjamin Robert KoalaKOALA FINANCIAL

Professional summary

Benjamin Robert Koala, CFP®, who also goes by Benjamin Koala, Benjamin Robert Lindberg-koala, is a registered financial advisor currently at KOALA FINANCIAL located in Bonita, California.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Benjamin Koala | Benjamin Robert Lindberg-Koala

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.
1) DFAS AKA AIR NATIONAL GUARD; POSITION: Finance Officer NATURE: In the National Guard I drill one weekend a month with some other trainings that may occur during the year. I can also get called up or asked to volunteer for certain missions such as to combat wildfires. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/24/2018; 100 Mulcahey Drive, Port Hueneme CA 93041; Administrative and supervisory role over enlisted soldiers. Prepare reports for battalion/brigade, counsel soldiers, plan drill schedules, supervise or conduct trainings, and assist commander where needed. 2) KOALA FINANCIAL, INC.; POSITION: CFO NATURE: Koala Financial, Inc. is the business that will be associated with Avantax for all financial services. Koala Financial also does tax and accounting services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/04/2013; ADDRESS: 5012 Central Ave, STE J, Bonita CA 91902; One-third owner and CFO of Koala Financial along with co-applicants, Bobbi Koala and Alexander Wymore. Responsibilities include general management of the business, tax preparation, audit representation, accounting work, financial advisement, and other related services. Koala Financial, Inc. does business as both Bonita Tax Service and Koala Financial. 3) REAL ESTATE POSITION: Licensee NATURE: Licensed real estate salesperson with the CA Department of Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2023 ADDRESS: 5012 Central Ave, STE J, Bonita CA 91902, United States DESCRIPTION: Licensed to act as both buying and listing agent for client. Have not and have no immediate plans to act in this capacity, rather the license is mostly for redundancy to Bobbi's license. 4) KOALA LAW PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LAW FIRM; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: OWNER-OPERATOR RESPONSIBLE FOR CLIENT REPRESENTATION, DOCUMENT DRAFTING, AND MANAGEMENT OF LAW FIRM OPERATIONS ;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Robert Koala's 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: 2018

Experience

Current

April 23, 2026 - Present

KOALA FINANCIAL

Office #1: 5012 Central Avenue Suite J, Bonita, CA 91902
RIA
CRD#: 340891
BONITA, CA
Past

September 5, 2025 - June 16, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BONITA, CA
Past

September 5, 2025 - June 16, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Bonita, CA
Past

November 7, 2022 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Bonita, CA
Past

November 7, 2022 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Bonita, CA
Past

August 11, 2015 - November 9, 2022

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BONITA, CA
Past

June 9, 2015 - November 9, 2022

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
BONITA, CA

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
California
(4/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/2015
General Securities Representative Examination

Current Firm

KF
KOALA FINANCIAL
KOALA FINANCIAL | KOALA FINANCIAL, INC.

CRD#: 340891 / SEC#:

California
Registered Investment Advisory firm - (4/23/2026 Approved)
Loading...

Contact information

Main Address
5012 Central Avenue Suite J, Bonita, CA 91902
Mailing Address
Phone number
(619) 475-5542
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

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.

Company Information

KOALA FINANCIAL

CRD#: 340891Bonita, CA 91902

TRUST BUT VERIFY

Monitor Benjamin Koala

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul Avila Neves
Paul NevesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
SAN DIEGO, CA
Nilay Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
Natalie Weaver Stenehjem
Natalie StenehjemAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SAN DIEGO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.