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. 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 Years of Experience in Financial Services:    23 Gender:    Male CRD#:    4122373 Firm CRD#:    317245 States Licensed in:    51 Name of Custodial Firm:    National Financial, Schwab, Fidelity, TD Ameritrade Number of Years with Current Firm:    23 Insurance License#:    4875518 Work with the following types of clients:    Businesses, Individual Investors, Retirement, Family Wealth, Small Business Retirement Plan, Medical/Dental Practice Name of Broker/Dealer:    Ameritas Investment Company, LLC (AIC) States Willing to do Business in:    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 Advisory Services Provided:    Legal Advice and Services, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Education Academic Background   Baker University (Baldwin City, KS) - BS in Finance & Portfolio Management Harlaxton College (Grantham, England) - International Finance College for Financial Planning (Denver, CO) - CFP Professional Education Program CFA Institute (New York, NY) - CFA Education Program

Services Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Guaranteed Income Annuities, Principal Protected Notes, Buffered ETFs Can meet clients in the following ways:    Your Office, Email, Phone, Our Office, Your Home, Video Conference

Qualifications & Memberships Certifications, Accreditations & Designations:    CFP®, CFEd® Securities Licenses:    Series 7, Series 24, Series 63, Series 65 Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information Assets Managed by Firm:    $5,000,000,000+ Assets Managed by Advisor:    $145,000,000+ Advisor's Number of Clients:    250+ Firm's Number of Clients:    30,000+

Compliance Criminal Disclosures in Last 5 years:    Have a clean record Compliance Disclosures in Last 5 years:    Have a clean record Registered Representative:    Yes Investment Advisor Representative:    Yes Acknowledged fiduciary:    Yes

Compensation and Fees Fee % Based on Assets:    0.85% avg Compensation Methods:    Based on Assets, Hourly, Flat Fee Minimum Portfolio Size for New Managed Accounts:    $50.000+ Fee Structure:    Fee-Based

Frequently Asked Questions

Q.	How are you compensated? How will I pay for your services?

Q.	Will you be the only person working with me?

Q.	Why should I choose you as my financial advisor?

Q.	What services do you provide? What are your specialties?

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Q.	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.

Q.	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.

Q.

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.

Q.

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