Bobbi Koala is a registered investment advisor, based in Bonita, CA, with 25 years of industry experience.
Location
5012 Central Ave, Suite J, Bonita, CA, 91902
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bobbi owns rental real estate, is the CEO of Koala Financial, Inc. (providing accounting and financial planning services), and is a licensed real estate agent. Bobbi also works as an insurance agent for Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week to this role, while spending about half her time on Koala Financial, Inc.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Mariner Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.