Benjamin Robert Koala

Current Employers

Employment History

• 12/2014 → 09/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2013 → 11/2022
  Koala Financial Inc.
  Bonita, CA
• 06/2015 → 09/2022
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2022 → 09/2025
  Avantax
  Bonita, CA
• 05/2018 → 11/2022
  Dfas Aka Air National Guard
  Port Hueneme, CA
• 05/2018 → Present
  Air National Guard
  Port Hueneme, CA
• 01/2013 → Present
  Koala Financial, Inc.
  Bonita, CA
• 10/2024 → Present
  Ats Advanced Tax Strategies
  San Diego, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2025 → Present
  Koala Law Pc
  Bonita, CA
• 04/2025 → Present
  Koala Financial
  Bonita, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-06-16
  Cetera Investment Advisers Llc
  Bonita, CA
• 2022-11-07 → 2025-09-05
  Avantax Advisory Services
  Bonita, CA
• 2015-08-11 → 2022-11-09
  Cetera Investment Advisers Llc
  Bonita, CA

Other Businesses

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 ;

Exams

• S66 Uniform Combined State Law Examination
  2015-08-11

Designations

Other Names

• Benjamin Robert Lindberg-Koala
• Benjamin Koala