Tim is an independent Certified Financial Planner®, Certified Financial Educator®, and NFLPA Registered Player Financial Advisor with 23 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 15-Minute "Ask Anything" Phone Call with Tim.
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.
Ken Wells
MBA, CEBS®
Gregg Glass
Katina Bryant
Phil Freund
General Information |
| Firm Start Year: | 1999 | |
| No. of Employees: | 5-9 | |
| 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: | 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 |
Services |
| 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 |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity |
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: | $145,000,000+ |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50.000+ |
| Compensation Methods: | Hourly, Based on Assets, Flat Fee |
| 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®, Certified Financial Educator®, 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. |
How are you compensated? How will I pay for your services?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. |
Will you be the only person working with me?Timothy Walla, CFP®, CFEd® 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. |
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 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://service.ameritas.com/OCM/GetPDF?pdfname=567501&source=webcontent |
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Additional Detailed 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. |
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
| 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 |
| 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 |
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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