Advisor at KDWALLSTREET Investment Advisor LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KDWALLSTREET Investment Advisor LLC
Location
Topeka, KS 66615
Credentials
Series 63, Series 65
Industry experience
24 years
Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.
Based on KDWALLSTREET Investment Advisor LLC
Based on KDWALLSTREET Investment Advisor LLC
Flat fees or fixed fees may be charged for financial planning; may include monthly or quarterly fixed fees
1.75% annually (base rate, negotiable)
Owner may receive commissions for insurance products unrelated to advisory services
Hourly fees for financial planning services when provided separately
Fee-only: Fee-only financial planning and investment management; no commissions on securities
6540 Sw 10 Th Ave, Ste 102
Topeka, KS 66615
Kansas · Texas
KDWALLSTREET
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65, Series 66
Topeka, KS
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Series 63, Series 65
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Series 66
Topeka, KS
Next Generation Investing, LLC
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 63, Series 65
Topeka, KS
Next Generation Investing, LLC
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