Kayla Marie Benjamin
Investment adviser representative at Kb Financial Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$115.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kb Financial Advisors LLCAug 2025 to now
- Dodd's Wealth LLCNov 2023 to Jun 2025
- LPL FinancialNov 2023 to Jun 2025
- Gill Capital PartnersOct 2016 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
Kb Financial Advisors LLC
$115.5MAssets managed
136Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6322301
- Firm CRD
- 134374