JW
ChFC
JW
ChFC

John Eugene Weidner

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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

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Location

Colorado Springs, CO

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History

Regulatory History
Clean regulatory record

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.

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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.
January 2012 - Present · 14 yrs 1 mo
Investment Research CORP
January 2012 - Present · 14 yrs 1 mo
World Capital Brokerage, INC.Broker
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Oneamerica Securities, INC.
October 2006 - January 2012 · 5 yrs 3 mos
Oneamerica Securities, INC.Broker
April 2006 - January 2012 · 5 yrs 9 mos
1717 Capital Management CompanyBroker
July 1992 - April 2006 · 13 yrs 9 mos
Fortis Investors, INC.Broker
January 1992 - December 1993 · 1 yr 11 mos
Pruco Securities CorporationBroker
March 1989 - May 1991 · 2 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
March 1989 - May 1991 · 2 yrs 2 mos
State Registrations2 states
AZCO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.