KDWALLSTREET Investment Advisor LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KDWallStreet provides investment supervisory services and financial planning primarily to individual clients, and also offers fiduciary guidance for employer-sponsored retirement plans. The firm manages approximately $28.4 million for about 91 clients and may distribute newsletters and special reports to clients and non-clients (no subscription service is currently active).
The firm follows a fiduciary, probability-based approach that combines strategic asset allocation with tactical tools such as hedging, market-exit rules, and options strategies; it also offers direct indexing, structured products, and protected-index ETFs as part of its portfolio toolkit. KDWallStreet describes a “cash-need bucket” framework to align time-based liquidity needs with different risk profiles and may use derivatives in separately managed accounts for income or protection.
What distinguishes KDWallStreet from many peers is the mix of service lines and affiliations: the advisory business operates on a fee basis, while the principal also owns affiliated tax/accounting and mortgage businesses and holds a life and health insurance license, and may receive commissions or fees through those related entities. The firm also emphasizes customizable direct-indexing (including faith-based or “morally clean” screens) and the active use of options and structured products in client portfolios, features that are less common among similar supported firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees for financial planning services when provided separately
1.75% annually (base fee, negotiable)
Commission on insurance products only through related business (not investment advisory products)
Hourly fees for financial planning services when provided separately
Fee-only: Fee-only financial planning and investment management; no commissions on investment products
Main office
6540 SW 10th Ave, Ste 102
Topeka KS 66615
Advisors at this office
1
Most active in
Kansas · Texas
Also doing business as
Kdwallstreet Finanical Services LLC · Kdwallstreet Investment Advisor LLC · Kdwallstreet Investment Advisors · Kdwallstreet Investment Advisors, LLC · Kdwallstreet Mortgage LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)