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.
|Firm Start Year:||1999|
|Name of Broker/Dealer:||Ameritas Investment Company, LLC (AIC)|
|Name of Custodial Firm:||National Financial, Schwab, Fidelity, TD Ameritrade|
|States Licensed in:||51|
|Number of Years with Current Firm:||21|
|I work with the following types of clients:||Individual Investors, Businesses, Retirement, Family Wealth, Small Business Retirement Plan, Medical/Dental Practice|
|Advisory Services Provided:||Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management|
|Investment Types:||Guaranteed Income Annuities, Principal Protected Notes, Buffered ETFs, Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via Email, Video Conference, At my office, At your office, At your home, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Annuity, Health, Variable Annuity, Variable Life, Life, Disability|
|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+|
|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|
Compensation and Fees
|Compensation Methods:||Flat Fee, Hourly, Based on Assets|
|Fee % Based on Assets:||0.85% avg|
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.
Tim is an independent Certified Financial Planner®, Certified Financial Educator®, and NFLPA Registered Player Financial Advisor with 21 years experience managing investment, retirement, tax, and estate plans for individual and family wealth. The focus of Tim's practice is on reducing risk and optimizing returns for retirees, engineers, executives, doctors, business owners and professional athletes. He is a graduate of Maranatha Academy (1995), Harlaxton College (1997) and Baker University (1999), and the College for Financial Planning (2005).
Call 913-543-3836 or click to schedule a Free Initial Consultation with Tim.
Ken Wells MBA, CEBS®
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|
|Johnson County||Overland Park|
|Bonner Springs||Miami County|
|Liberty||North Kansas City|
|Blue Springs||Grain Valley|
National Social Security Advisor
NSSA Professionals benefit society by helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits.
Certified Financial Planner
Certified Financial Planner professionals are held to the highest ethical standards and are required to put clients' interests ahead of their own.