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Inactive

Mark David Harper

Triad Wealth Partners, LLC

Lawrence, KS

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Current Employers
Triad Wealth Partners, Llc

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-01-19
  • KS RA
    APPROVED
    Since 2024-01-19

Branch Locations

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 11/2016 12/2020
Kansas Department Of Revenue Topeka KS 01/2012 11/2016
Madison Avenue Securities, Llc San Diego CA 02/2018 01/2021
Triad Wealth Management, Llc Lawrence KS 01/2021 03/2023
Triad Partners, Llc Lawrence KS 01/2021 Present
Advisors Excel Lawrence KS 12/2020 01/2021
Triad Wealth Partners, Llc Lawrence KS 06/2023 Present
  • 11/2016 → 12/2020
    Ae Wealth Management, Llc
    Topeka, KS
  • 01/2012 → 11/2016
    Kansas Department Of Revenue
    Topeka, KS
  • 02/2018 → 01/2021
    Madison Avenue Securities, Llc
    San Diego, CA
  • 01/2021 → 03/2023
    Triad Wealth Management, Llc
    Lawrence, KS
  • 01/2021 → Present
    Triad Partners, Llc
    Lawrence, KS
  • 12/2020 → 01/2021
    Advisors Excel
    Lawrence, KS
  • 06/2023 → Present
    Triad Wealth Partners, Llc
    Lawrence, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-31
S63 Uniform Securities Agent State Law Examination 2017-02-11
  • S65 Uniform Investment Adviser Law Examination
    2017-08-31
  • S63 Uniform Securities Agent State Law Examination
    2017-02-11

View on SEC IAPD

Other Firms

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MATTERN WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE SECURITIES, LLC
RETIREMENT PORTFOLIOS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

JERALD LLOYD SAMP
JENNIFER KAY STAMMEYER
Kristen Elizabeth Samp
RODNEY BRYAN MILLER
DALE STEVEN BOURNE
RYAN KENNETH LOHMEYER
MATTHEW FREDRICK NEIS
THOMAS WILLIAM LOHMEYER

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAWRENCE, KS
LPL FINANCIAL LLC · LAWRENCE, KS
LPL FINANCIAL LLC · Lawrence, KS
MATTERN WEALTH MANAGEMENT LLC · LAWRENCE, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Lawrence, KS
CREATIVEONE SECURITIES, LLC · LAWRENCE, KS
RETIREMENT PORTFOLIOS, LLC · LAWRENCE, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAWRENCE, KS

More in Lawrence, KS

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