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RH

Richard E. Heidemann

PARAGON CAPITAL MANAGEMENT
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 4735006
RH

Professional summary

Richard Edward Heidemann JR. is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT LLC located in Overland Park, Kansas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Richard has worked at 2 firms and has passed the Series 87 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Edward Heidemann JR.'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

March 6, 2023 - Present

PARAGON CAPITAL MANAGEMENT LLC

Office #1: 9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210
RIA
CRD#: 108168
Overland Park, KS
Past

September 2, 2004 - December 15, 2006

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

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 LLC
PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA
Registered Investment Advisory firm - (8/18/1998 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
Kansas
(3/6/2023)

Exams

General Industry/Product Exam
RR
Series 87
Date: 2/17/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 9/1/2004
General Securities Representative Examination

Current Firm

PC
PARAGON CAPITAL MANAGEMENT LLC
PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA
Registered Investment Advisory firm - (8/18/1998 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210
Mailing Address
Phone number
(913) 451-2254
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARAGON CAPITAL MANAGEMENT BROCHURE ADV PART II A 6/29/2021 (2/19/2026)

Regulatory assets under management

Total Number of Accounts785
AUM (Assets Under Management)$ 739,780,556

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.

Company Information

PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168Overland Park, KS 66210

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