Heidi Sue Kennedy

Investment Research CORP

23 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning

Investment Research CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

177 clients

Average Client Portfolio

$358K average

Assets Under Management

$63.4M

Fee Structure

Location

Claysburg, PA

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History

Regulatory History (1)

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Employment Separation After Allegations

April 2007

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Other Business ActivitiesSells Insurance

Heidi works as an investment advisor and spends about 10-20% of her time on this. She also assists her husband with paperwork and purchasing properties for Kennedy Housing LLC, and is a divisional manager for Baltimore Life Companies, focusing on training agents in fixed insurance, annuities, health, and property & casualty insurance, taking about a quarter of her time. Heidi also serves as a principal and officer for Atlas Insurance Distributors.

Employment History

Current Registrations

Investment Research CORP

April 2025 - Present · 10 mos

World Capital Brokerage, INC.Broker

April 2025 - Present · 10 mos

World Capital Brokerage, INC.

April 2025 - Present · 10 mos

Previous Registrations

Grove Point Advisors, LLC

April 2021 - April 2025 · 4 yrs

Grove Point Investments, LLCBroker

January 2011 - April 2025 · 14 yrs 3 mos

H. Beck, INC.

January 2011 - April 2021 · 10 yrs 3 mos

Financial Network Investment Corporation

August 2008 - December 2010 · 2 yrs 4 mos

Financial Network Investment CorporationBroker

May 2007 - December 2010 · 3 yrs 7 mos

Pruco Securities, LLC.Broker

December 2001 - April 2007 · 5 yrs 4 mos

State Registrations4 states

CAINMDPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.