Roger Steven Kalina

Employer firm

Benchmark Financial Wealth Advisors LLC CRD 287966

$766M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 07/2017
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 07/2017 → Present
  Benchmark Financial Wealth Advisors Llc
  Boca Raton, FL
• 02/2017 → 11/2024
  Benchmark Financial Insurance Advisors Llc
  Boca Raton, FL
• 05/2017 → 01/2021
  Benchmark Financial Benefits & Risk Services Llc
  Boca Raton, FL
• 06/2012 → 07/2017
  Professional Planning Services
  Somerset, NJ
• 01/2005 → Present
  Benchmark Financial Group Llc
  Boca Raton, FL
• 01/2005 → Present
  Benchmark Financial Group Inc
  Boca Raton, FL
• 01/2021 → 02/2024
  Business Risk Advisors Llc
  Boca Raton, FL
• 11/2024 → Present
  Benchmark Financial Insurance Llc
  Boca Raton, FL

Previous Registrations

• 2015-02-20 → 2017-07-14
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2012-06-14 → 2017-07-13
  Professional Planning Services
  Holbrook, NY
  Boca Raton, FL
• 1992-11-17 → 2012-06-27
  Equitable Advisors, Llc
  Sunrise, FL
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

INSURANCE SALES THROUGH VARIOUS FIXED COMPANIES. BENCHMARK FINANCIAL INSURANCE LLC -NON-INVESTMENT RELATED - 2351 NW BOCA RATON BLVD. BOCA RATON FL. 33431 - INSURANCE - MEMBER SINCE 02/2017.25 HOURS PER MONTH AND APPROXIMATELY 1 HOUR DURING TRADING HOURS. PROVIDES FIXED INSURANCE PRODUCTS. BENCHMARK FINANCIAL GROUP LLC - NON-INVESTMENT-RELATED -HOLDING COMPANY 2351 NW BOCA RATON BLVD. BOCARATON FL 33431 MEMBER). START DATE: 01/2005; DEVOTES 10 HRS PER MONTH AND APPROXIMATELY 1 HRS DURING TRADING HOURS. PROVIDES BUSINESS MANAGEMENT BENCHMARK FINANCIAL GROUP INC - NON-INVESTMENT-RELATED -HOLDING COMPANY 2351 NW BOCA RATON BLVD. BOCA RATON FL 33431 OWNER. START DATE: 01/2005; DEVOTES 10 HRS PER MONTH AND APPROXIMATELY 1 HRS DURING TRADING HOURS. PROVIDES BUSINESS MANAGEMENT CPA WEALTH PARTNERS LLC - NON-INVESTMENT-RELATED - 900 US-9 #601 WOODBRIDGE NJ 07095 - MINORITY OWNER/MEMBER. START DATE: 04/2026; DEVOTES APPROXIMATELY 5 HRS PER MONTH AND APPROXIMATELY 1 HR DURING TRADING HOURS. SILENT MINORITY OWNER. DOES NOT PROVIDE ACCOUNTING, TAX, INVESTMENT ADVISORY, OR SECURITIES SERVICES THROUGH CPA WEALTH PARTNERS LLC. ROGER IS ALSO A MEMBER OF SEVERAL REAL ESTATE PARTNERSHIPS THAT HE SPENDS 5 HOURS PER MONTH AND NO TIME DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-28
• S63 Uniform Securities Agent State Law Examination
  1992-11-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant