John E. Weidner

INVESTMENT RESEARCH CORP

COLORADO SPRINGS, CO

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CRD#: 1932986

Professional summary

John Eugene Weidner is a registered financial advisor currently at INVESTMENT RESEARCH CORP located in Colorado Springs, Colorado and WORLD CAPITAL BROKERAGE, INC. located in Colorado Springs, Colorado.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. John has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Weidner Financial Group, Inc., Non-Investment-related, 7205 Fleetwood CT, Colorado Springs, United States, Individual & Group Insurance Services, S-Corp President, Established 01/1999, 1-10 hrs/mo, Activities conducted during and 10-20/mo after securities trading hours, Providing Insurance Related Sales & Servicing Business Clients, Investment Research Corporation, Registered Investment Advisor, 1636 Logan Street, Denver, CO 80203, Coordinate Sales and Service for Fee-for-Service Clients, Established 01-2013, 10-30 hr/mo, 15-35 hrs non-trading/mo, Coordinate Sales and Service for Fee-for-Service Clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Eugene Weidner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 9, 2012 - Present

INVESTMENT RESEARCH CORP

RIA

CRD#: 108208

COLORADO SPRINGS, CO

Current

January 9, 2012 - Present

WORLD CAPITAL BROKERAGE, INC.

CRD#: 37

COLORADO SPRINGS, CO

Past

October 17, 2006 - January 20, 2012

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

COLORADO SPRINGS, CO

Past

April 6, 2006 - January 20, 2012

ONEAMERICA SECURITIES, INC.

CRD#: 4173

COLORADO SPRINGS, CO

Past

July 29, 1992 - April 11, 2006

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

January 29, 1992 - December 31, 1993

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

March 20, 1989 - May 24, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

March 20, 1989 - May 24, 1991

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESTMENT RESEARCH CORP

INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA

Registered Investment Advisory firm - (4/26/1972 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/3/2012)

IAR

Arizona
(3/2/2012)

Colorado
(1/9/2012)

IAR

Colorado
(1/9/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/13/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/17/1989

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INVESTMENT RESEARCH CORP

INVESTMENT RESEARCH CORP | WORLD CAPITAL BROKERAGE ADVISORY SERVICES

CRD#: 108208 / SEC#: 801-8599

RIA

Registered Investment Advisory firm - (4/26/1972 Approved)

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Contact information

Main Address

1636 North Logan Street, Denver, CO 80203

Mailing Address

Phone number

(303) 626-0634

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IRC BROCHURE (3/6/2025)

IRC WRAP BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 63,421,004

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John E. Weidner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Eugene Weidner's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD CAPITAL BROKERAGE, INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

WOODBURY FINANCIAL SERVICES, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

INVESTMENT RESEARCH CORP

State Registrations and Notice Filings

Exams

Series 63

Date: 6/13/1995

SIE

Date: 10/1/2018

Series 6

Date: 3/17/1989

FINRA

Current Firm

INVESTMENT RESEARCH CORP

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTMENT RESEARCH CORP

TRUST BUT VERIFY

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