AdvisorOS Directory
Claim Profile
Unclaimed Profile
MH

Mark David Harper

TRIAD WEALTH MANAGEMENT, LLC·LAWRENCE, Kansas
Clean recordTRIAD WEALTH MANAGEMENT, LLC
730 NEW HAMPSHIRE ST, LAWRENCE, KS 66044CRD# 6738843Firm CRD# 314293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark David Harper · LAWRENCE, KS
Registration
CRD #6738843 · TRIAD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in LAWRENCE?

Browse all registered financial advisors in LAWRENCE, Kansas or claim this profile if it's yours.

Browse LAWRENCE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in LAWRENCE, Kansas

Peter Douglas Knutson
AFA INC.·LAWRENCE, KS
Thomas Canfield
VETA INVESTMENT PARTNERS, LLC·LAWRENCE, KS
Jordan Lee Canfield
VETA INVESTMENT PARTNERS, LLC·LAWRENCE, KS
Norman Arthur Stlaurent
REINHARDT FINANCIAL SERVICES INC·LAWRENCE, KS
Bradley Lance Johnson
TRIAD WEALTH PARTNERS, LLC·LAWRENCE, KS
Cathy Ann Reinhardt
REINHARDT FINANCIAL SERVICES INC·LAWRENCE, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
OVERLAND PARK (467)LEAWOOD (172)WICHITA (66)TOPEKA (38)LENEXA (30)PRAIRIE VILLAGE (25)MISSION WOODS (18)MERRIAM (17)SALINA (13)MISSION (12)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
Request removal of this profile