Parker Joseph Madl
Investment adviser representative at Centerpoint Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
$276.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Centerpoint Advisory Group, LLCJan 2023 to now
- Financial Partners Group, Inc.Dec 2019 to Jan 2023
- N/aJan 2019 to Dec 2019
- Transamerica Capital IncMar 2017 to Jan 2019
- American Century Investment Services Inc.Jun 2016 to Feb 2017
- Madl Brothers Window CleaningJan 2013 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (KS).
Centerpoint Advisory Group, LLC
$276.3MAssets managed
276Clients
5Advisers
3 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
- 6666064
- Firm CRD
- 324181