John Weidenfeller, financial advisor Harrisonville MO

John Weidenfeller

CRD Number: 5071288
Current Firm: Prudential Financial Planning Services

John Weidenfeller (CRD# 5071288) is an Investment Advisor Representative working at Prudential Financial Planning Services in Harrisonville, MO and has over 11 years of experience in the finance industry. John Weidenfeller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Prudential Insurance Company Of America Englewood, CO Apr 2019 - Current 5
Pruco Securities, LLC Englewood, CO Apr 2019 - Current 5
Mwa Financial Services, Inc. Rock Island, IL Dec 2005 - Apr 2019 13
Modern Woodmen Of America Rock Island, IL Nov 2005 - Apr 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
Contact Info for John D. Weidenfeller
Phone Number: 800-235-7637
Registered State(s):
  • CO
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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