Parker Madl (CRD# 6666064) is an Investment Advisor Representative working at Centerpoint Advisory Group, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centerpoint Advisory Group, LLC | Overland Park, KS | Jan 2023 - Current | 1 |
| Financial Partners Group, Inc. | Overland Park, KS | Dec 2019 - Jan 2023 | 3 |
| N/a | Denver, CO | Jan 2019 - Dec 2019 | < 1 |
| Transamerica Capital Inc. | Denver, CO | Mar 2017 - Jan 2019 | 1 |
| Madl Brothers Window Cleaning | Stilwell, KS | Jan 2013 - Jan 2019 | 6 |
| American Century Investment Services Inc. | Kansas City, MO | Jun 2016 - Feb 2017 | < 1 |
| N/a | Tempe, AZ | May 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- KS
-
Total Assets Under Management186MILLIONS
-
Total Number of Accounts448ACCOUNTS
-
Average Account Value$416,071
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MO, NE, OK, TX
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