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Employer firm

Financialife Outfitters LLC CRD 290053

$30.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Financialife Outfitters Llc

6900 College Blvd., Suite 520, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-08-23
KS RA APPROVED 2023-06-30
LA RA APPROVED 2023-06-30
TX RA APPROVED 2023-06-30
  • MO RA
    APPROVED
    Since 2023-08-23
  • KS RA
    APPROVED
    Since 2023-06-30
  • LA RA
    APPROVED
    Since 2023-06-30
  • TX RA
    APPROVED
    Since 2023-06-30

Branch Locations

6900 College Blvd., Suite 520, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 09/2018 06/2023
State Farm Shawnee KS 11/2015 09/2018
Financialife Outfitters, Llc Overland Park KS 10/2018 Present
Kovack Securities, Inc. Fort Lauderdale FL 06/2023 Present
  • 09/2018 → 06/2023
    Triad Advisors
    Norcross, GA
  • 11/2015 → 09/2018
    State Farm
    Shawnee, KS
  • 10/2018 → Present
    Overland Park, KS
  • 06/2023 → Present
    Kovack Securities, Inc.
    Fort Lauderdale, FL
Other Businesses

1) DBA - FINANCIALIFE OUTFITTERS, LLC - 6900 COLLEGE BLVD, SUITE 520, OVERLAND PARK, KS 66211; INVESTMENT RELATED; OFFICE MANAGER; 100% OF TIME SPENT. 2) LIFE INSURANCE - 6900 COLLEGE BLVD, SUITE 520, OVERLAND PARK, KS 66211; INVESTMENT RELATED; LIFE INSURANCE; OFFICE MANAGER; 1% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2022-12-09
Other Names
  • Joy Christine Eby

View on SEC IAPD

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