Nicholas R. Madl
Professional summary
Nicholas Robert Madl, CFP®, who also goes by Nick Madl, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Overland Park, Kansas.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nicholas has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Robert Madl's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
February 27, 2018 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 7101 College Blvd. Suite 620, Overland Park, KS 66210August 17, 2018 - January 19, 2024
MUTUAL SECURITIES, INC.
June 3, 2013 - March 19, 2018
AMERICAN CENTURY INVESTMENT SERVICES INC.
June 28, 2011 - July 2, 2012
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/27/2018)
(3/19/2018)
(10/12/2022)
Exams
Current Firm
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,103 |
| AUM (Assets Under Management) | $ 7,362,137,726 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2025 | ||
| 11/21/2024 |
Red Flags
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