Investment Research Corp

Investment Research Corp (CRD# 108208) is a financial advisory firm headquartered in Denver, CO. They manage $27,248,301 in 126 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, MI, MO, NC, NV, NY, OH, OK, PA, TX, VA, WA, WV

Financial Advisors at Investment Research Corp
Showing 1 - 10 of 11 top financial advisors.
1
Michael J. Throckmorton
CRD#: 4545382
252 W. Main St., Suite B, Saint Clairsville, OH 43950
96
Wealthminder
score

Michael Throckmorton (CRD# 4545382) is an Investment Advisor Representative working at Investment Research Corp in Saint Clairsville, OH and has over 14 years of experience in the finance industry. Michael Throckmorton 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.

2
Stephen S. Webb
CRD#: 2357739
Aurora, CO
96
Wealthminder
score

Stephen Webb (CRD# 2357739) is an Investment Advisor Representative working at Investment Research Corp in Aurora, CO and has over 24 years of experience in the finance industry.

3
John E. Weidner
CRD#: 1932986
Colorado Springs, CO
96
Wealthminder
score

John Weidner (CRD# 1932986) is an Investment Advisor Representative working at Investment Research Corp in Colorado Springs, CO and has over 22 years of experience in the finance industry.

4
Paul W. Foster
CRD#: 4715248
252 W. Main St., Suite B, Saint Clairsville, OH 43950
93
Wealthminder
score

Paul Foster (CRD# 4715248) is an Investment Advisor Representative working at Investment Research Corp in Saint Clairsville, OH and has over 10 years of experience in the finance industry.

5
Byron K. Leong
CRD#: 2323078
Pearl City, HI
93
Wealthminder
score

Byron Leong (CRD# 2323078) is an Investment Advisor Representative working at Investment Research Corp in Pearl City, HI and has over 24 years of experience in the finance industry.

6
Brian J. Regan
CRD#: 1554007
Pittsburgh, PA
93
Wealthminder
score

Brian Regan (CRD# 1554007) is an Investment Advisor Representative working at Investment Research Corp in Pittsburgh, PA and has over 31 years of experience in the finance industry.

7
Timothy E. Taggart
CRD#: 1075525
1636 Logan Street, Denver, CO 80203
93
Wealthminder
score

Timothy Taggart (CRD# 1075525) is an Investment Advisor Representative working at Investment Research Corp in Denver, CO and has over 20 years of experience in the finance industry.

8
Mark S. Gregory
CRD#: 2308410
Grand Rapids, MI
83
Wealthminder
score

Mark Gregory (CRD# 2308410) is an Investment Advisor Representative working at Investment Research Corp in Grand Rapids, MI and has over 24 years of experience in the finance industry.

9
Russell H. Werkheiser
CRD#: 2890040
Coopersburg, PA
81
Wealthminder
score

Russell Werkheiser (CRD# 2890040) is an Investment Advisor Representative working at Investment Research Corp in Coopersburg, PA and has over 20 years of experience in the finance industry.

10
Joshua B. Silverstein
CRD#: 6087683
Las Vegas, NV
78
Wealthminder
score

Joshua Silverstein (CRD# 6087683) is an Investment Advisor Representative working at Investment Research Corp in Las Vegas, NV and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.