Parker J. Madl
Professional summary
Parker Joseph Madl, who also goes by Parker J Madl, Parker Madl, is a registered financial advisor currently at CENTERPOINT ADVISORY GROUP, LLC located in Overland Park, Kansas.
Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Parker has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Parker Joseph Madl's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2023 - Present
CENTERPOINT ADVISORY GROUP, LLC
Office #1: 7450 West 130th Street Suite 410, Overland Park, KS 66213December 10, 2019 - January 20, 2023
FINANCIAL PARTNERS GROUP, INC.
March 6, 2017 - June 1, 2018
TRANSAMERICA CAPITAL, LLC
July 27, 2016 - March 7, 2017
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
CENTERPOINT ADVISORY GROUP, LLC
CRD#: 324181 / SEC#: 801-127085
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2023)
Exams
Current Firm
CENTERPOINT ADVISORY GROUP, LLC
CRD#: 324181 / SEC#: 801-127085
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 540 |
| AUM (Assets Under Management) | $ 236,828,000 |
Red Flags
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