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Mark David Harper

Triad Wealth Partners, LLC

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About Mark David Harper

Mark David Harper is an Investment Advisor Representative with Triad Wealth Partners, LLC, located in Lawrence, KS. Mark has been in the financial services industry since 2012. Mark holds Series 4, 7, 24, 52TO, and 63 licenses as well as the Series 65 license and SIE Exam. Mark also has experience at Madison Avenue Securities, LLC in Topeka, KS and at AE Wealth Management, LLC also in Topeka, KS. Mark is licensed to offer financial advice in Kansas.

Firm Information

Mark Harper is currently registered with Triad Wealth Partners, LLC. Triad Wealth Partners, LLC is a registered investment advisor located in Lawrence, KS. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $153.4 million in assets for 1,191 clients, including individuals, high net worth individuals, and other investment advisors.
Triad Wealth Partners, LLC

730 NEW HAMPSHIRE ST., UNIT 222

LAWRENCE, KS 66044

$153.38M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Harper’s Registration & Firm History

KS

01/19/2024 - Present

Triad Wealth Partners, LLC (LAWRENCE KS)

KS

02/19/2018 - 01/11/2021

MADISON AVENUE SECURITIES, LLC (Topeka KS)

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Licenses & Designations

IA

Issued 08/31/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2019

Series 4 - Registered Options Principal Examination

BC

Issued 06/26/2018

Series 24 - General Securities Principal Examination

BC

Issued 09/24/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark David Harper.
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