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Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
Walla Street Wealth Management, Inc.
8102 West 131st Court, Suite 1000
Overland Park, KS 66213
(913) 543-3836
Advisor Profile
Timothy Walla, CFP®, NSSA®
Name:  Timothy Walla, CFP®, NSSA®
Phone Number:  (913) 543-3836
Website:  Visit Website
Disclosure Link:
https://service.ameritas.com/OCM/GetFile?pdfname=567114" target="_blank">Disclaimer
Representatives offer products and services using the following business names: Walla Street Wealth Management, Inc. - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA, SIPC - securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Walla Street Wealth Management, Inc. or any other entity mentioned herein. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

About Walla Street Wealth Management, Inc.

Walla Street Wealth Management, Inc. is an independent financial services firm providing professional advice in the areas of investment management, tax planning strategies, retirement planning, and estate planning. Our team has 50+ years experience in personal wealth planning and serves as a fiduciary by providing each of our clients with objective financial guidance, clearly communicating our recommendations, and proactively guiding our clients to achieve their financial goals.

As an independent advisor you can be certain that the strategies, products and services we recommend to you are the most competitive in the industry. At Walla Street Wealth Management, Inc., we have no quotas to meet, no proprietary products to sell, and no hidden relationships with other companies that prevent us from working solely in your best interest.

We take a comprehensive approach to your planning. It's vital that we both clearly understand the "why" behind your plan and "what" your wealth means to you. Through our comprehensive planning process, we will clearly discover "how" to help you achieve each of your financial goals and objectives.
 

General Information

Name of Broker/Dealer:    Ameritas Investment Company, LLC (AIC)
Number of Years with Current Firm:    21
Years of Experience in Financial Services:    21
Name of Custodial Firm:    National Financial, Schwab, Fidelity, TD Ameritrade
Gender:    Male
Firm CRD#:    14869
I work with the following types of clients:    Retirement, Family Wealth, Small Business Retirement Plan, Medical/Dental Practice, Businesses, Individual Investors
States Licensed in:    51
Insurance License#:    4875518
CRD#:    4122373
States Willing to do Business in:    Johnson County, Overland Park, Leawood, Merriam, Fairway, Westwood, Olathe, Gardner, De Soto, Edgerton, Shawnee, Prairie Village, Roeland Park, Lenexa, Mission, Wyandotte County, Kansas City, Edwardsville, Bonner Springs, Miami County, Paola, Osawatomie, Louisburg, Leavenworth County, Basehor, Tonganoxie, Leavenworth, Douglas County, Lawrence, Baldwin City, Eudora, Clay County, Liberty, North Kansas City, Oakwood, Pleasant Valley, Gladstone, Smithville, Claycomo, Jackson County, Kansas City, Independence, Grandview, Lake Lotawana, Blue Springs, Grain Valley, Raytown, Lone Jack
 

Education

Academic Background
 
Baker University (Baldwin City, KS) - BS in Finance & Portfolio Management Harlaxton College (Grantham, England) - International Finance College for Financial Planning (Denver, CO) - CFP Professional Education Program CFA Institute (New York, NY) - CFA Education Program
 

Services

Investment Types:    Guaranteed Income Annuities, Principal Protected Notes, Buffered ETFs, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 24, Series 7
Certifications, Accreditations & Designations:    Certified Financial Planner®, National Social Security Advisor®
 

Firm Information

Assets Managed by Advisor:    $85,000,000+
Assets Managed by Firm:    $5,000,000,000+
Firm's Number of Clients:    30,000+
Advisor's Number of Clients:    250+
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Fee % Based on Assets:    0.85% avg
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based
 
 
 

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