John WeidnerCRD Number: 1932986
Current Firm: Investment Research Corp
John Weidner (CRD# 1932986) is an Investment Advisor Representative working at Investment Research Corp in Colorado Springs, CO and has over 21 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Brooks Financial Planning
Thrivent Investment Management Inc.
|World Capital Brokerage, Inc.||Denver, CO||Jan 2012 - Current||4|
|Pioneer Mutual Life||Colorado Springs, CO||Feb 2006 - Current||10|
|Weidner Financial Group, Inc.||Colorado Springs, CO||Jan 1999 - Current||17|
|Provident Mutual||Phila, PA||Aug 1991 - Current||25|
|Oneamerica Securities, Inc.||Colorado Springs, CO||Apr 2006 - Jan 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
Total Assets Under Management27MILLIONS
Total Number of Accounts126ACCOUNTS
Average Account Value$216,256
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, MI, MO, NC, NV, NY, OH, OK, PA, TX, VA, WA, WV
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