Timothy J. Walla

Further information about Timothy J. Walla:

We are an independent advisory team that provides comprehensive fee-based wealth management services in Kansas City with a focus on portfolio management, retirement planning, estate planning and tax minimization strategy.

We are recognized as one of the "Best Wealth Managers in Kansas City" by KC Magazine, "150 Best Financial Advisors for Doctors in America" by Medical Economics Magazine, and "Best Financial Advisors for Dentists" by Dental Practice Report.

Compensation and Fee Structures:

* Fee-Based Investment Advisory Services
* Fee-Based Financial Planning Services

Licenses, Certifications & Affiliations:

* CERTIFIED FINANCIAL PLANNER™
* Certificant Securities Licenses: Series 51, Series 65, Series 63, Series 24, Series 7
* Insurance and Annuity Licenses: Long Term Care, Life, Health, Annuity, Disability, Variable Annuity, Variable Life

Education:

* 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

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Further information about Walla Street Wealth Management, Inc.:

(Size of firm: 0-9 advisors)

Walla Street Wealth Management, Inc. was established in 1999 by Timothy Walla, a CERTIFIED FINANCIAL PLANNER™, for the purpose of providing comprehensive financial planning, professional investment management, and objective risk management services for individuals and families.

As a truly independent firm, we have no products to sell, no quotas to meet, and no hidden relationships with other companies that prevent us from working solely in our clients' best interests. We are committed to providing our clients with purely objective financial guidance, to clearly communicating our fee structure, and to proactively bringing bottom-line value to our clients' financial futures.

Disclosure: Securities and Investment Advisory Services are offered solely through Ameritas Investment Corp. (AIC) Member FINRA/SIPC. AIC and Walla Street Wealth Management, Inc. are not affiliated. Additional products and services may be available through Walla Street Wealth Management, Inc that are not offered through AIC.