John
Weidner
Investment Research Corp
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About this Advisor
John Weidner is a chartered financial consultant who works in Colorado Springs, Colorado with a total of 11 years of relevant experience. Weidner is an advisor for Investment Research Corp. Their career trajectory has included roles at Provident Mutual, Pioneer Mutual Life, Weidner Financial Group, Inc and World Capital Brokerage, Inc. Weidner holds a Series 63 license, qualifying them as a securities representative, and is approved to work in Arizona and Colorado. Investment Research Corp is a firm that has its headquarters in Denver, CO. It administers $44 million in assets among its 117 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 117 accounts, just 3% belong to high-net-worth investors who have at least $1 million in investable assets. Investment Research Corp provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on the services offered. Fee types charged by Investment Research Corp likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Research Corp Brokerage Details
$43,527,085
18
117
$372,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Weidner Work History
John has been registered as a financial advisor for 11 years.*
World Capital Brokerage, Inc
Pioneer Mutual Life
Weidner Financial Group, Inc
Provident Mutual
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Weidner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Research Corp
Eatontown, NJ
Sammamish, WA
Denver, CO
Pittsburgh, PA
York, PA
Denver, CO
Carlsbad, CA
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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