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Inactive

Mark Wheeler Harris

Rpr Financial

Prosper, TX

Overland Park, KS

CRD 1789880

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Employer firm

Rpr Financial CRD 316557

$162M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Rpr Financial

8575 W. 110Th St. Suite 314, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-18
KS RA APPROVED 2023-05-25
  • TX RA
    APPROVED
    Since 2025-07-18
  • KS RA
    APPROVED
    Since 2023-05-25

Branch Locations

Prosper, TX • United States

8575 W. 110Th St. Suite 314, Overland Park, KS 66210 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Overland Park KS 02/2013 12/2019
Personal Financial Group Overland Park KS 02/2013 12/2019
Iht Wealth Management Llc Chicago IL 01/2020 05/2023
Rpr Financial Overland Park KS 05/2023 Present
Previous Registrations
  • 2020-01-02 → 2023-07-05
    Overland Park, KS
    Chicago, IL
  • 2021-11-19 → 2022-01-12
    Overland Park, KS
  • 2018-02-15 → 2020-01-22
    Overland Park, KS
  • 2017-01-17 → 2019-06-28
    Personal Financial Group
    Overland Park, KS
  • 2013-02-06 → 2016-12-31
    Personal Financial Group
    Overland Park, KS
  • 2009-05-08 → 2013-02-12
    Leawood, KS
  • 2008-07-29 → 2009-05-12
    Kansas City, MO
  • 2003-07-18 → 2008-07-15
    Banc Of America Investment Services, Inc.
    Overland Park, KS
    Lees Summit, MO
    Overland Park, KS
    Lees Summit, MO
    Lees Summit, MO
    Lees Summit, MO
  • 2002-11-25 → 2003-08-14
    Kansas City, MO
Other Businesses

SINCE 2009 - REAL ESTATE RENTAL - RENTAL PROPERTIES 2 DUPLEXES 1 SINGLE FAMILY RENTERS ARE NOT CUSTOMERS NOR ARE THEY ADVISORS - 5% OF TIME SPENT - BLUE SPRINGS, MO AND LEES SUMMIT, MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-03
S63 Uniform Securities Agent State Law Examination 1994-07-27
  • S65 Uniform Investment Adviser Law Examination
    1994-08-03
  • S63 Uniform Securities Agent State Law Examination
    1994-07-27

View on SEC IAPD

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