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Nicholas Robert Madl

Investment adviser representative at Intellicents Investment Solutions Inc
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$9.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Mutual Securities, Inc.Aug 2018 to now
  2. Intellicents Investment Solutions, Inc.Feb 2018 to now
  3. American Century Investment Services, Inc.Jun 2013 to Feb 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, TX).

Intellicents Investment Solutions Inc

$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5901680
Firm CRD
107498
Advisor's SEC record (opens in a new tab)
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