Nicholas Madl has been Vice President of Personal Finance Management of Intellicents Investment Solutions since January 2022, is a control person of the firm and directly owns between 5% and 10% of it. Nicholas Madl holds a Bachelors degree in economics/business from the University of Kansas.
Intellicents Investment Solutions Inc is an Albert Lea, MN firm with $9.92B under management, 8,280 clients and 48 advisers across 14 offices, as of its June 2026 filing.
Nick Madl is President, Wealth Management, of intellicents. He joined the firm in 2018 and focuses on comprehensive wealth management and retirement planning strategies for individual clients. He is a member of the Leadership team, helping oversee and guide the Wealth Management division. Previously, he spent two years at Charles Schwab and five years at American Century Investments.
- – present · 8 yearsOverland Park, KS · Adviser representative · Firm CRD 107498
Professional designations
Listed by Intellicents Investment Solutions
- CFP®
Investment adviser representative registrations
Nicholas Madl is registered as an investment adviser representative in 3 states. The first approvals date from February 2018; the most recent is Texas, in October 2022.
- KansasSince 27 February 2018
- MissouriSince 19 March 2018
- TexasSince 12 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 March 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 2011 |
| Series 7 | General Securities Representative Examination | 27 June 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas Robert Madl
- CRD
- 5901680
- Firm
- Intellicents Investment Solutions · CRD 107498
- Role
- Vice President of Personal Finance Management
- Office
- 7101 COLLEGE BLVD. SUITE 620, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- intellicents.com
Where does Nicholas Madl work?
Nicholas Madl has been Vice President of Personal Finance Management of Intellicents Investment Solutions Inc since January 2022, and is a control person of the firm.
Is Nicholas Madl a financial advisor?
Yes. Nicholas Madl has a current investment-adviser registration in Kansas, Missouri and Texas, through Intellicents Investment Solutions since February 2018.
How many years of experience does Nicholas Madl have?
Nicholas Madl has 14 years in the financial industry, since May 2012, across 1 adviser firm.
What exams has Nicholas Madl passed?
Nicholas Madl has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2011. FINRA credited Nicholas Madl with the SIE, which began in October 2018.
Where is Nicholas Madl based?
Nicholas Madl’s registered office is in Overland Park, KS.
Is Nicholas Madl registered with FINRA?
No. Nicholas Madl has no current broker registration.
Is Nicholas Madl a CFP?
Intellicents Investment Solutions lists Nicholas Madl with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Nicholas Madl’s record?
Search CRD 5901680 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Madl’s full registration record.
Bradley ArendsPresident & CEO
Brandon BuddPresident of Retirement Services - Direct Owner
Kevin DulitzVice President of Employee Benefits- Amanda ScottVice President of Operations
Matthew TwedtPresident of Personal Financial Managment
Nicholas HolmesChief Compliance Officer- Robert ReiterBoard Member/Director
Thomas SingsankCFO- Grant ArendsCOO