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Timothy Walla, CFP®, CFEd®
Walla Street Wealth Management, Inc.

Tel: 913-543-3836
8102 West 131st Court, Suite 1000
Overland Park, KS 66213
Walla Street Wealth Management, Inc. | Financial Advisor in Overland Park ,KS

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
Gender:   Male
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
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


Services

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 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+


Compliance

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


Compensation and Fees

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



Faqs

  • Why should I choose you as my financial advisor? Tim is a graduate of Maranatha Academy (1995), Harlaxton College (1997) and Baker University (1999), and the College for Financial Planning (2005). He is also a Certified Financial Planner®, National Social Security Advisor® and NFLPA Registered Player Financial Advisor® with 21 years experience managing investment, retirement, tax, and estate plans for individual and family wealth.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Timothy Walla, CFP®, NSSA® will be your private wealth manager and your primary point of contact for all services. He is supported by a team of experienced professionals that are licensed and registered to work as a team on your behalf.
  • How many clients do you currently manage? Walla Street Wealth Management, Inc. is a fee-based private wealth manager. The cost of our services is 0.85% on average. Our advisory fees are paid directly from your investment account balance.
  • What services do you provide? What are your specialties? Retirement Savings Planning, Retirement Income Planning, Tax Minimization Planning, Estate & Legal Planning (wills/trusts), Investment Management, Insurance Management, Inheritance & Beneficiary Planning, Social Security Income Planning, Medicare & Medicaid Planning, Disability & Long-Term Care Planning, Life Transition Planning (death/divorce), Budgeting & Cash Flow Planning Liability & Debt Analysis Planning College Savings Planning
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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.

Timothy Walla

Timothy Walla

CFP®, CFEd®

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.

My Team

Gregg Glass Gregg Glass


Ken Wells Ken Wells MBA, CEBS®


Katina Bryant Katina Bryant


Phil Freund Phil Freund


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

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

Awards & Recognitions

National Social Security Advisor
(05/01/2014)

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
(08/29/2005)

Certified Financial Planner professionals are held to the highest ethical standards and are required to put clients' interests ahead of their own.

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