Kayla Benjamin has been an investment adviser representative at KB Financial Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners.
KB Financial Advisors LLC is a San Francisco, CA firm with $115M under management, 136 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Kayla Benjamin is an Associate Advisor at KB Financial Advisors, based in Denver. She works closely with clients throughout their financial journey, from onboarding to long-term strategic planning, and helps clients connect the numbers to their bigger goals.
Kayla Benjamin’s longest registration was 7 years at Gill Capital Partners (2016–2023). Before joining KB Financial Advisors in 2026, Kayla Benjamin was registered through Dodds Wealth, LLC and Gill Capital Partners.
- KB Financial Advisors LLCCurrent– present · under a yearDenver, CO · Adviser representative · Firm CRD 134374
- Dodds Wealth, LLC– · 1 yearGreenwood Village, CO · Adviser representative · Firm CRD 323632
- Gill Capital Partners– · 7 yearsDenver, CO · Adviser representative · Firm CRD 14559
- Curian Capital, LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 120270
- Edward Jones– · under a yearLakewood, CO · Adviser representative · Firm CRD 250
Professional designations
Listed by KB Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kayla Benjamin is registered as an investment adviser representative in Colorado, since January 2026.
- ColoradoSince 22 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 July 2014 |
| Series 7 | General Securities Representative Examination | 11 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kayla Marie Benjamin
- CRD
- 6322301
- Firm
- KB Financial Advisors · CRD 134374
- Office
- Denver, CO
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kbfinancialadvisors.com
Where does Kayla Benjamin work?
Kayla Benjamin is an investment adviser representative registered through KB Financial Advisors LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kayla Benjamin a financial advisor?
Yes. Kayla Benjamin has a current investment-adviser registration in Colorado, through KB Financial Advisors since January 2026.
How many years of experience does Kayla Benjamin have?
Kayla Benjamin has 10 years in the financial industry, since December 2015, across 5 adviser firms.
What exams has Kayla Benjamin passed?
Kayla Benjamin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2014. FINRA credited Kayla Benjamin with the SIE, which began in October 2018.
Where did Kayla Benjamin work before KB Financial Advisors?
Before KB Financial Advisors, Kayla Benjamin was registered through Dodds Wealth, LLC, November 2023 to May 2025; Gill Capital Partners, October 2016 to November 2023; Curian Capital, LLC, April 2015 to March 2016; Edward Jones, September 2014 to December 2014.
Where is Kayla Benjamin based?
Kayla Benjamin’s registered office is in Denver, CO.
Is Kayla Benjamin registered with FINRA?
No. Kayla Benjamin has no current broker registration.
Is Kayla Benjamin a CFP?
KB Financial Advisors lists Kayla Benjamin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kayla Benjamin’s record?
Search CRD 6322301 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kayla Benjamin’s full registration record.
