Momentum Independent Network
47yrs
Top advisor by experience in Colorado Springs
31yrs
John Weidner has worked in the financial industry for 31 years and is a financial advisor based in Colorado Springs, Colorado. John has been with Investment Research since 2012; before that, John spent five years at Oneamerica Securities. John holds the ChFC designation.
At a glance
Experience31 years (since 1995)
How that compares ?Top 9% by experience in Colorado
OfficeColorado Springs, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$310,986
Advisors at the firm15
States licensed ?1 state
Services through Investment Research
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2012 – nowInvestment Research CorpCurrent firm
- 2006 – 2012Oneamerica Securities, Inc.Previously
Contact John
(303) 626-0634Firm headquarters in Denver, CO. Ask for John. Colorado Springs, COOffice · Get directions Firm websiteHTTP://WWW.INVRESEARCH.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Investment Research at (303) 626-0634 and ask for John Weidner. John works from the Colorado Springs, CO office.
How long has John been a financial advisor?
John has been in the industry since 1995, about 31 years. Top 9% by experience in Colorado.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Investment Research reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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