Timothy Walla

About Timothy Walla

Tim has been a trusted financial advisor in Kansas City for 23 years. He is an independent CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL EDUCATOR™ with proficiency in tactical investment strategy, tax minimization, and advanced retirement and estate planning technique.

Experience

1. Registered Principal

   Ameritas

   Jan 1999 — Present

   Tim Walla offers 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 and – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Walla Street Wealth Management, Inc.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. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Education

• Harlaxton College

  BS Finance, International Finance, Magna Cum Laude

  1997 — 1997

• Baker University

  BS Finance, Finance and Portfolio Management, Magna Cum Laude

  1995 — 1999

• College for Financial Planning

  CFP® Designation, Financial Planning, Insurance, Investments, Retirement Planning, Income Tax, Estate Planning

  2002 — 2005

Skills

• Securities
• Estate Planning
• Retirement
• Strategic Financial Planning
• Disability Insurance
• Risk Management
• Financial Planners
• Investments
• Wealth Management
• Wealth
• Life Insurance
• Small Business
• Finance
• Investment Strategies
• Retirement Planning
• Portfolio Management
• Financial Advisory
• Investment Advisory