RS
Roger Steven Kalina
CRD 2295079
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Benchmark Financial Wealth Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Benchmark Financial Wealth Advisors Llc
Chief Compliance Officer · Less than 5% · Mar 2024
-
Benchmark Financial Wealth Advisors Llc
Member · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗