Nick Madl joined intellicents in 2018 with a background in investments and corporate retirement plans. Nick focuses on comprehensive wealth management and retirement planning strategies for individual clients. He’s also a member of our Leadership team where he helps oversee and guide our Personal Financial Management division. Nick’s been in the industry for over ten years and has worked with individual investors, active traders, financial advisors, and institutional clients. Previously, he spent two years at Charles Schwab and five years at American Century Investments where he received top performing awards in 2015, 2016, and 2017. In 2017, he achieved American Century’s top accolade as a member of the Circle of Honor. Nick is from Lawrence, KS.
education & certifications
Nick earned a Bachelors degree in economics/business from the University of Kansas, and has previously passed securities exams:
Certified Financial Planner (CFP)
Series 7 - General Securities Representative
Series 63 - Blue Sky Securities Law
Series 65 - Uniform Investment Advisor
my idea of
living the dream
Being able to achieve financial freedom for my family and enjoy each day with the ability to have choices.
this is my
Meeting new people, building new relationships in all types of industries and ways of life. Helping families get organized and simply understand the impact of their decisions. Seeing the American worker realize their dreams first hand is as good as it gets and I’m lucky to have some amazing people that I get to call clients!
this is how i
make it real
Anything to relax with good people!.... KU, Chiefs, Royals games, playing golf, hanging out with my wife (Sydney) and son (Cole) and daughter (Olivia).