FinanciaLife Outfitters LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FinanciaLife Outfitters LLC provides investment management, ongoing investment advisory, financial planning, and retirement plan consulting to individuals, families, businesses and institutional clients such as retirement plans and endowments. Engagements include discretionary portfolio management, non‑discretionary advisory services, project‑based and ongoing planning, and referral arrangements to third‑party management platforms where clients may contract directly with the platform provider.
The firm describes an investment approach that emphasizes diversified portfolios consistent with modern portfolio theory, using mutual funds, exchange‑traded funds, stocks and bonds, and may employ fundamental, market trend and economic cycle analysis. Portfolios are tailored to client objectives and risk tolerance, with ongoing monitoring and periodic reporting, and the firm will accept discretionary authority or limit it according to client agreements and platform arrangements.
Noteworthy features for a small, two‑adviser firm managing about $30.5 million include the firm’s practice of advertising third‑party ratings, an uncommon disclosure among peers, and disclosed affiliations with a broker‑dealer and insurance activities that can result in separately compensated securities transactions or insurance commissions. The brochure also notes that the firm may receive referral fees and certain expense reimbursements from platform providers and that professional liability insurance is carried by the individual representatives rather than the firm itself.
Client services
Expertise
Fee options
Financial planning fees quoted in advance as fixed fees based on complexity and level of service
Hourly financial planning fees subject to a maximum of $2,000 annually, fees negotiable and based on complexity
Minimum fee: $1,000 minimum annual fee for retirement plan services, may be waived at firm's discretion Fee-only: Financial planning fees charged as fixed fees or hourly basis, hourly fees subject to a maximum of $2,000 annually, fees negotiable and based on complexity
Main office
6900 College Blvd., Suite 520
Overland Park KS 66211
Advisors at this office
2
Most active in
Kansas · Louisiana · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Frank M
Series 63, Series 65
Overland Park, KS
FinanciaLife Outfitters LLC
Frank Mall is a financial advisor at FinanciaLife Outfitters LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kovack Securities, Inc., Triad Advisors, Equity Services, Inc., and National Life of Vermont. Mall is the owner and managing member of FinanciaLife Outfitters LLC and also works as a licensed insurance agent. FinanciaLife Outfitters LLC provides investment management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm emphasizes diversified portfolios aligned with modern portfolio theory and utilizes a combination of mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary services.
Joy M
Series 66
Overland Park, KS
FinanciaLife Outfitters LLC
Joy Mall is a financial advisor at FinanciaLife Outfitters LLC with four years of industry experience. She holds a Series 66 designation and has worked at Kovack Securities, Inc., Triad Advisors, and State Farm. FinanciaLife Outfitters LLC provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and tailors portfolios to client objectives and risk tolerance with ongoing monitoring.
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