A complete list of active advisors currently associated with KDWALLSTREET Investment Advisor LLC

Warmer can help you find a great advisor at KDWALLSTREET Investment Advisor LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at KDWALLSTREET Investment Advisor LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Korwin Wall	Topeka, KS	25

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