Nicholas Madl
Nicholas Madl is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Overland Park, KS, with 13 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
7101 College Blvd. Suite 620, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is an independent insurance agent since 2018, dedicating about a quarter of his time to selling insurance products as part of comprehensive financial planning. He is also the President of Personal Financial Management for Intellicents Inc., a parent company, spending significantly more than full-time hours on this role, and owns iisMadl, LLC, an investment-related pass-through entity with no associated duties.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Mutual Securities, INC.Broker
American Century Investment Services INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations3 states
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