Roger Kalina has been Chief Compliance Officer of Benchmark Financial Wealth Advisors since February 2017, is a control person of the firm and directly owns under 5% of it. Roger Kalina studied at State University of New York at Cortland.
Benchmark Financial Wealth Advisors LLC is a Boca Raton, FL firm with $766M under management, 366 clients and 7 advisers across 4 offices, as of its May 2026 filing.
Roger Kalina is Founder/Managing Partner - Wealth Planner of Benchmark Financial Wealth Advisors. Kalina has served as a financial professional since 1993 and formed a prior version of Benchmark Financial in 1999. His areas of focus are entrepreneurs and business owners, business succession and exit planning, retirement income planning, and risk management.
Roger Kalina’s longest registration was 19 years at Axa Advisors, LLC (1992–2012). Before joining Benchmark Financial Wealth Advisors in 2017, Roger Kalina was registered through American Portfolios Advisors, Inc and Professional Planning Services.
- – present · 9 yearsAdviser representative · Firm CRD 287966
- American Portfolios Advisors, Inc– · 2 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Professional Planning Services– · 5 yearsBoca Raton, FL · Adviser representative · Firm CRD 152702
- Axa Advisors, LLC– · 19 yearsBoca Raton, FL · Adviser representative · Firm CRD 6627
Professional designations
Listed by Benchmark Financial Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Exit Planning Advisor (CEPA™)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Roger Kalina is registered as an investment adviser representative in 3 states. The first approvals date from July 2017; the most recent is New Jersey, in May 2026.
- FloridaSince 17 July 2017
- New JerseySince 21 May 2026
- TexasSince 4 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 July 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 November 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Roger Steven Kalina
- CRD
- 2295079
- Firm
- Benchmark Financial Wealth Advisors · CRD 287966
- Role
- Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- November 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfllc.com
Where does Roger Kalina work?
Roger Kalina has been Chief Compliance Officer of Benchmark Financial Wealth Advisors LLC since February 2017, and is a control person of the firm.
Is Roger Kalina a financial advisor?
Yes. Roger Kalina has a current investment-adviser registration in Florida, New Jersey and Texas, through Benchmark Financial Wealth Advisors since July 2017.
How many years of experience does Roger Kalina have?
Roger Kalina has 33 years in the financial industry, since November 1992, across 4 adviser firms.
What exams has Roger Kalina passed?
Roger Kalina has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in November 1992. FINRA credited Roger Kalina with the SIE, which began in October 2018.
Where did Roger Kalina work before Benchmark Financial Wealth Advisors?
Before Benchmark Financial Wealth Advisors, Roger Kalina was registered through American Portfolios Advisors, Inc, February 2015 to July 2017; Professional Planning Services, June 2012 to July 2017; Axa Advisors, LLC, November 1992 to June 2012.
Is Roger Kalina registered with FINRA?
No. Roger Kalina has no current broker registration.
Is Roger Kalina a CFP?
Benchmark Financial Wealth Advisors lists Roger Kalina with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Roger Kalina, CFP®, AIF®, CEPA™, ChFC®, CLU® biography, bfllc.com
How can I verify Roger Kalina’s record?
Search CRD 2295079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roger Kalina’s full registration record.