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Parker Joseph Madl

Centerpoint Advisory Group, LLC

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About Parker Joseph Madl

Parker Madl is a registered investment advisor with Centerpoint Advisory Group, LLC. Parker Madl is a financial professional with over 7 years of experience in the financial services industry. Parker Madl has a Series 6, Series 63, and Series 65 license. The individual specializes in offering financial planning, portfolio management, and investment advisory services to individuals and families. Parker Madl has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Parker Madl is currently registered with Centerpoint Advisory Group, LLC. Centerpoint Advisory Group, LLC is an independent investment advisory firm based in Overland Park, Kansas, serving clients across the United States. With over 236.8 million dollars in regulatory assets under management, the firm specializes in financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, and retirement plans. They offer personalized financial solutions to meet the unique needs of their clients.
Centerpoint Advisory Group, LLC

7450 WEST 130TH STREET

OVERLAND PARK, KS 66213

$236.83M

Assets Under Management

8

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Parker Madl’s Registration & Firm History

KS

01/23/2023 - Present

Centerpoint Advisory Group, LLC (OVERLAND PARK KS)

CO

03/06/2017 - 06/01/2018

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MO

07/27/2016 - 03/07/2017

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 11/26/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parker Joseph Madl.
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