Heidi Sue Kennedy
Investment adviser representative at Investment Research Corp
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$76.3MFirm assets
Are you Heidi Sue Kennedy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Investment Research CorporationApr 2025 to now
- World Capital Brokerage, Inc.Apr 2025 to now
- Max Everett EnterprisesMay 2021 to now
- Principal�, heidi Kennedyatlas Insurance DistributorsMar 2021 to now
- Baltimore Life CompaniesApr 2007 to now
- Grove Point Advisors, LLCApr 2021 to Apr 2025
- Grove Point Investments, LLCApr 2021 to Apr 2025
- H. Beck, Inc.Jan 2011 to Mar 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Investment Research Corp
$76.3MAssets managed
166Clients
15Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4476699
- Firm CRD
- 108208