Timothy Walla

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.

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.

See Disclosures

Firm Start Year

1999

No. of Employees

5-9

CRD#

4122373

Firm CRD#

14869

Insurance License#

4875518

Name of Broker/Dealer

Ameritas Investment Company, LLC (AIC)

Name of Custodial Firm

National Financial, Schwab, Fidelity, TD Ameritrade

States Licensed in

51

Years of Experience in Financial Services

23

Number of Years with Current Firm

23

Work with the following types of clients

Retirement, Family Wealth, Small Business Retirement Plan, Medical/Dental Practice, Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Planning

Investment Types

Mutual Funds, Annuities, Guaranteed Income Annuities, Principal Protected Notes, Buffered ETFs, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds

Can meet clients in the following ways

Your Office, Email, Phone, Video Conference, Our Office, Your Home

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CFP^®, CFEd^®

Securities Licenses

Series 65, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

Disability, Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity

Firm's Number of Clients

30,000+

Assets Managed by Firm

$5,000,000,000+

Advisor's Number of Clients

250+

Assets Managed by Advisor

$145,000,000+

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50.000+

Compensation Methods

Flat Fee

Fee % Based on Assets

0.85% avg

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https://service.ameritas.com/OCM/GetPDF?pdfname=567501&source=webcontent

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1859719/financialadvisor-walla-street-wealth-management,-inc.-detailed-disclosure

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.