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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ameritas Life Insurance Corp 4 years, 10 months Jan 2015 - Present
Butter + Love 10 months Mar 2012 - Jan 2013
Ameritas Investment Corp 19 years Nov 2000 - Present
Walla Street Wealth Management, Inc. 19 years, 11 months Jan 2000 - Present
Central Financial Services 20 years, 7 months May 1999 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Timothy Walla

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ameritas Investment Corp

Last updated on Sept. 26, 2019
    • $5.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 22K
      Accounts
    • $233.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements