Benjamin R. Koala
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Robert Koala's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
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.
August 11, 2015 - November 9, 2022
CETERA INVESTMENT ADVISERS LLC
June 9, 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
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