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Mark David Harper

TRIAD WEALTH MANAGEMENT, LLC·LAWRENCE, Kansas
Unclaimed Profile
730 NEW HAMPSHIRE ST, LAWRENCE, KS 66044CRD# 6738843Firm CRD# 314293
01

About

Mark David Harper is a registered financial advisor based in LAWRENCE, Kansas, affiliated with TRIAD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TRIAD WEALTH MANAGEMENT, LLC
TRIAD WEALTH MANAGEMENT, LLC
AUM
$44K
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at TRIAD WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6738843
Firm CRD# 314293
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark David Harper offer?
Mark David Harper specializes in Investment Management, Fee-Only Advisory. Contact their office in LAWRENCE, Kansas for a consultation.
What are Mark David Harper's credentials?
Mark David Harper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Harper located?
Mark David Harper is based in LAWRENCE, Kansas, working with TRIAD WEALTH MANAGEMENT, LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.
How does Mark David Harper charge for services?
Mark David Harper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIAD WEALTH MANAGEMENT, LLC?
TRIAD WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $44K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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