Nicholas
Madl
Intellicents Investment Solutions Inc
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About this Advisor
Nicholas Madl is a certified financial planner working in Overland Park, Kansas, who has 5 years of industry experience. Madl currently works for Intellicents Investment Solutions Inc. During their career, Madl has held roles at Americo Financial, American Century Investment Services, Inc, Intellicents Investment Solutions, Inc and Mutual Securities, Inc. Madl holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Kansas, Missouri and Texas. Intellicents Investment Solutions Inc is a firm that has its headquarters in Albert Lea, MN. It has offices in nine locations and a total of 61 advisors. It oversees $5 billion in total assets across its 3,031 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 3,031 customer accounts, 45% are associated with high-net-worth investors who have at least $1 million in investable assets. Intellicents Investment Solutions Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on the type of financial services. Fee types billed by Intellicents Investment Solutions Inc most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intellicents Investment Solutions Inc Brokerage Details
$5,067,782,323
61
3,031
$1,671,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nicholas Madl Work History
Nicholas has been registered as a financial advisor for 5 years.*
Intellicents Investment Solutions, Inc
Mutual Securities, Inc
American Century Investment Services, Inc
Americo Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Madl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intellicents Investment Solutions Inc
Eden Prairie, MN
Overland Park, KS
Overland Park, KS
Overland Park, KS
Albert Lea, MN
Albert Lea, MN
Overland Park, KS
Pella, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
