PM
Parker J. Madl
CENTERPOINT ADVISORY GROUP
Overland Park, KS 66213
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CRD#: 6666064
PM
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
Are you a "fiduciary"?
Yes
Aliases
Parker J Madl | Parker Madl
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Independent insurance agent, various carriers, 10925 Antioch Road, Suite 100 Overland Park, Kansas 66210, 5 hours per month. I will receive commissions if I sell any Life insurance Parker Joseph Madl is a Partner at Madl Management LLC; Investment related: No; Start date: 2023-01-01; Location: 17736 Eby Overland Park KS 66013 United States; Description: This business creates outdoor products and owns land; Responsibilities: Overview of the business; 0 Hours per week during trading hours; 4 Hours per month outside trading hours; 1% of total yearly compensation form the business. Parker Joseph Madl is a Partner at PJ Equity LLC; Investment related: Yes; Start date: 2023-01-01; Location: 17736 Eby Overland Park KS 66013 United States; Description: This business owns and operates real estate; Responsibilities: Oversight of the real estate; 0 Hours per week during trading hours; 5 Hours per month outside trading hours; 5% of total yearly compensation form the business.
CRS (Client Relationship Summary) - RIA
Click below to view Parker Joseph Madl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 23, 2023 - Present
CENTERPOINT ADVISORY GROUP, LLC
Office #1: 7450 West 130th Street Suite 410, Overland Park, KS 66213RIA
CRD#: 324181
Overland Park, KS
Past
December 10, 2019 - January 20, 2023
FINANCIAL PARTNERS GROUP, INC.
RIA
CRD#: 288644
OVERLAND PARK, KS
Past
March 6, 2017 - June 1, 2018
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
July 27, 2016 - March 7, 2017
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CENTERPOINT ADVISORY GROUP, LLC
CENTERPOINT ADVISORY GROUP, LLC | CENTERPOINT ADVISORY SERVICES
CRD#: 324181 / SEC#: 801-127085
RIA
Registered Investment Advisory firm - (12/21/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(1/23/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CENTERPOINT ADVISORY GROUP, LLC
CENTERPOINT ADVISORY GROUP, LLC | CENTERPOINT ADVISORY SERVICES
CRD#: 324181 / SEC#: 801-127085
RIA
Registered Investment Advisory firm - (12/21/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7450 West 130th Street Suite 410, Overland Park, KS 66213
Mailing Address
Phone number
(913) 685-3001
Established
Firm type
Fiscal year end
# of Employees
7
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTERPOINT ADVISORY GROUP, LLC
CRD#: 324181Overland Park, KS 66213TRUST BUT VERIFY
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