Mark David Harper
Investment adviser representative at Triad Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Triad Wealth Partners, LLCJun 2023 to now
- Triad Partners, LLCJan 2021 to now
- Triad Wealth Management, LLCJan 2021 to Mar 2023
- Advisors ExcelDec 2020 to Jan 2021
- Madison Avenue Securities, LLCFeb 2018 to Jan 2021
- Ae Wealth Management, LLCNov 2016 to Dec 2020
- Kansas Department of RevenueJan 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (KS).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6738843
- Firm CRD
- 326523