MH
MH

Mark David Harper

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

730 New Hampshire St., Unit 222, Lawrence, KS, 66044

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Triad Wealth Partners, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Triad Wealth Partners, LLC
August 2023 - December 2023 · 4 mos
Triad Wealth Management, LLC
June 2021 - March 2023 · 1 yr 9 mos
Madison Avenue Securities, LLCBroker
February 2018 - January 2021 · 2 yrs 11 mos
Ae Wealth Management, LLC
September 2017 - January 2021 · 3 yrs 4 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.