Mark
Harper
Triad Wealth Partners, LLC
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About this Advisor
Mark Harper is a financial advisor based in Lawrence, Kansas, working with Triad Wealth Partners, LLC. Mark has previously held positions at Ae Wealth Management, LLC, Kansas Department Of Revenue, Madison Avenue Securities, LLC, Triad Wealth Management, LLC, Triad Partners, LLC, Advisors Excel, and Triad Wealth Partners, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Mark is part of Triad Wealth Partners, LLC, which operates out of Lawrence, Kansas. The firm has 12 employees and manages assets totaling $153.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Triad Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Triad Wealth Partners, LLC Brokerage Details
$153,379,961
12
1,191
$128,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mark Harper Work History
Triad Wealth Partners, LLC
Triad Partners, LLC
Triad Wealth Management, LLC
Advisors Excel
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
Kansas Department Of Revenue
Disclosures
Please visit the SEC profile of Mark Harper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Triad Wealth Partners, LLC
Lawrence, KS
Lawrence, KS
Lawrence, KS
Lawrence, KS
Clovis, CA
Lawrence, KS
Lawrence, KS
Lawrence, KS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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