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Timothy Walla, CFP®, NSSA®

Walla Street Wealth Management, Inc.

8102 West 131st Court, Suite 1000

Overland Park, KS 66213
(913) 5433836

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

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

21

Number of Years with Current Firm

21

I work with the following types of clients

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

Services

Investment Types

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

I can meet clients in the following ways

Via email, Video Conference, At your home, At my office, At your office, Via phone

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Financial Planner®, National Social Security Advisor®

Securities Licenses

Series 7, Series 65, Series 63, Series 24

Insurance and Annuity Licenses

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

Firm Information

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

$85,000,000+

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Fee % Based on Assets

0.85% avg

Disclosures

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.