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Parker Madl

8 Years of Experience
Overland Park, KS
1 DisclosureSells Insurance

Parker Madl is a registered investment advisor at Centerpoint Advisory Group, LLC, based in Overland Park, KS, with 8 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 276 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
276 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$276.3M

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7450 West 130th Street, Suite 410, Overland Park, KS, 66213

Get directions

History

Regulatory History (1)
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Customer Dispute
November 2025
Denied
Other Business ActivitiesSells Insurance

Parker is an independent insurance agent selling life insurance, dedicating a few hours per week to this activity. He is also a partner in Madl Management LLC, which creates outdoor products and owns land, and PJ Equity LLC, which owns and operates real estate.

Employment History
Current Registrations
Centerpoint Advisory Group, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Financial Partners Group, INC.
December 2019 - January 2023 · 3 yrs 1 mo
Transamerica Capital, INC.Broker
March 2017 - June 2018 · 1 yr 3 mos
American Century Investment Services INC.Broker
July 2016 - March 2017 · 8 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Parker Madl - Financial Advisor | TrueAdvisor