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John Eugene Weidner

Investment Research Corp.

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About John Eugene Weidner

John Eugene Weidner is a financial professional with over 30 years of experience in the financial services industry. He is a Registered Representative with Investment Research Corp. in Colorado Springs, Colorado. John has a strong background in investment company products and variable contracts, and is also a Chartered Financial Consultant. John has worked with a number of firms over the years including OneAmerica Securities, Inc., 1717 Capital Management Company, Fortis Investors, Inc., Pruco Securities Corporation, The Prudential Insurance Company of America and World Capital Brokerage, Inc. He is dedicated to providing his clients with personalized financial advice and investment strategies that meet their individual needs. John specializes in providing financial advice to individuals, high-net-worth individuals, and families. He also works with pension and profit-sharing plans, investment companies, and other businesses. John is committed to providing his clients with the highest level of service and expertise.

Firm Information

John Weidner is currently registered with Investment Research Corp.. Investment Research Corp. is an investment advisor registered with the SEC and located in Denver, CO. The firm manages approximately $52.02 million in assets for individuals, investment companies, pension and profit-sharing plans, and other clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Investment Research Corp.

1636 LOGAN STREET

DENVER, CO 80203

$52.02M

Assets Under Management

150

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Weidner’s Registration & Firm History

CO

01/09/2012 - Present

Investment Research Corp. (COLORADO SPRINGS CO)

CO

04/06/2006 - 01/20/2012

ONEAMERICA SECURITIES, INC. (COLORADO SPRINGS CO)

DE

07/29/1992 - 04/11/2006

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MN

01/29/1992 - 12/31/1993

FORTIS INVESTORS, INC. (OAKDALE MN)

NJ

03/20/1989 - 05/24/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

03/20/1989 - 05/24/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 06/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Eugene Weidner.
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