Shaun M. Williams
PARAGON CAPITAL MANAGEMENT
Denver, CO 80202
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CRD#: 4690554
Professional summary
Shaun Michael Williams, CFP® is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT located in Denver, Colorado.
Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Shaun has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
When not pouring over financial models, you can find Shaun skiing, hiking, or mountain biking in the great outdoors of Colorado with his wife, two sons, and Golden Retriever. Shaun loves to explore and has traveled extensively to all seven continents, over 50 countries, and sailed across the Pacific and Indian oceans.
Question & Answer
What are your service offerings?
Social Security Planning
Debt Management
Estate Planning
Life Transitions
Retirement Income Management
Health Care
Tax Planning
Budgeting
Insurance Planning
Comprehensive Financial Planni...
Small Business Planning
Investment Planning
Education Planning
Inheritance
Retirement Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Real Estate Investments
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
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.
1. ALTITUDE MANAGEMENT, LLC. NOT INVESTMENT RELATED. GOLDEN, CO. OWNER. MANAGES SHORT TERM RENTAL PROPERTIES. 2-5 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS. 0 HRS/MNTH DURING SECURITIES TRADING HOURS. 2. TIMBERGREEN TOWNHOUSE HOMEOWNERS ASSOCIATION. START DATE: MAY 2018. NOT INVESTMENT RELATED. SIGNATORY ON HOA'S OPERATING AND RESERVE ACCOUNTS. 2-4 HR/MNTH OUTSIDE OF SECURITIES TRADING HOURS. 0 HRS/MNTH DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Shaun Michael Williams's 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®
CFP®
Start date: 2019
Experience
Current
November 11, 2022 - Present
PARAGON CAPITAL MANAGEMENT
Office #1: 999 18th Street, Suite 1401, Denver, CO 80202RIA
CRD#: 105147
Denver, CO
Past
June 10, 2013 - June 1, 2020
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
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".
PC
PARAGON CAPITAL MANAGEMENT
PARAGON CAPITAL MANAGEMENT
CRD#: 105147 / SEC#: 801-36249
RIA
Registered Investment Advisory firm - (3/23/1990 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.Highlighted states indicate IAR registrations
IAR
Colorado(11/11/2022)
IAR
Texas(4/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PC
PARAGON CAPITAL MANAGEMENT
PARAGON CAPITAL MANAGEMENT
CRD#: 105147 / SEC#: 801-36249
RIA
Registered Investment Advisory firm - (3/23/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
999 18th St., Ste 1401, Denver, CO 80202
Mailing Address
Phone number
(303) 293-3680
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 845 |
| AUM (Assets Under Management) | $ 1,249,154,038 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
