John Weidner, financial advisor Colorado Springs CO
96 score

John Weidner

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for John E. Weidner
Phone Number: 303-626-0634
Registered State(s):
  • AZ
  • CO
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $216,256
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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