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Timothy Walla, CFP®

Timothy Walla, CFP®
Other Names: Timothy James Walla
Firm: Ameritas Investment Corp
DBA:

Walla Street Wealth Management, Inc.
Advisor Location:
Leawood, KS
Advisor Primary Clients: High Net Worth Individuals
Type: Dual Registration

Description

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, families, and small businesses.

As an independent firm, ... see more

BrightScope Advisor Metrics

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Answers and Guides

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Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

Timothy Walla, CFP® has not answered any questions on Financial Q&A.

Top Guides

Timothy Walla, CFP® has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

Broker/Dealer Disclosure

Securites and Invesetment Advisory Services are solely offered through Ameritas Investment Corp (AIC) Member FINRA/SIPC. AIC and Walla Street Wealth Management, Inc. are indepedently owned and operated. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Additional products and services may be available through Timothy Walla or Walla Street Wealth Management, Inc. that are not offered through AIC.

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Advisor Client Types

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ownership pie chart
High Net Worth Individuals 70%
Individuals 20%
Pension and Profit Sharing Plans 10%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates
Ameritas Investment Corp 11 years, 7 months Nov 2000 - Present
Aviva USA Corporation 12 years, 1 month May 2000 - Present
Walla Street Wealth Management Inc 13 years, 1 month May 1999 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 09/16/2011, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
09/16/2011
09/16/2011
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Municipal Fund Securities Principal Examination Series 51 03/14/2003
Uniform Investment Adviser Law Examination Series 65 06/27/2001
General Securities Principal Examination Series 24 02/28/2001
General Securities Representative Examination Series 7 02/25/2000
Uniform Securities Agent State Law Examination Series 63 02/18/2000

Advisor Compensation Arrangements

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Types of Compensation Arrangements

Compensation Arrangement Chart