John Weidner is a ChFC-designated registered investment advisor at Investment Research CORP, based in Colorado Springs, CO, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IRC clients pay a single annual fee for the wrap fee program, based on a percentage of the portfolio's market value or a flat fee, whichever they choose. The client can choose a $3,000 flat fee, or a fee based on a percentage of the account value for 0.5%, 1.0%, 1.5% or another percent value mutually agreed upon. The maximum fee is 2.0% of assets under management, not including program, product, custodial, or mutual fund fees.
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the president of Weidner Financial Group, Inc., providing individual and group insurance services, dedicating a few hours per week. He also coordinates sales and service for fee-for-service clients at Investment Research Corporation, spending about 10-20% of his time.
Employment History
Current Registrations
World Capital Brokerage, INC.Broker
Investment Research CORP
World Capital Brokerage, INC.
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
1717 Capital Management CompanyBroker
Fortis Investors, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
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