Benjamin A. Michalski

PARAGON CAPITAL MANAGEMENT

DENVER, CO 80202

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CRD#: 6002691

Professional summary

Benjamin Allan Michalski, who also goes by Benjamin Michalski, is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT located in Denver, Colorado.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Benjamin has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benjamin Michalski

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. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Allan Michalski'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

May 6, 2025 - Present

PARAGON CAPITAL MANAGEMENT

Office #1: 999 18th Street Suite 1220, Denver, CO 80202

RIA

CRD#: 105147

DENVER, CO

Past

August 16, 2024 - April 2, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Denver, CO

Past

April 12, 2022 - April 1, 2025

MERIT FINANCIAL ADVISORS

RIA

CRD#: 142457

Denver, CO

Past

July 17, 2020 - July 5, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENVER, CO

Past

July 17, 2020 - October 25, 2022

TEDSTROM WEALTH ADVISORS, INC.

RIA

CRD#: 127708

DENVER, CO

Past

June 18, 2020 - August 16, 2024

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

October 31, 2014 - November 8, 2019

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

March 2, 2012 - March 14, 2014

EDWARD JONES

RIA

CRD#: 250

BROOKFIELD, WI

Past

January 27, 2012 - March 14, 2014

EDWARD JONES

CRD#: 250

BROOKFIELD, WI

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".

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
(5/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/15/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/26/2012

General Securities Representative Examination

Current Firm

PARAGON CAPITAL MANAGEMENT

CRD#: 105147 / SEC#: 801-36249

RIA

Registered Investment Advisory firm - (3/23/1990 Approved)

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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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/20/2025)

Regulatory assets under management

Total Number of Accounts	845
AUM (Assets Under Management)	$ 1,249,154,038

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Benjamin A. Michalski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Allan Michalski's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MERIT FINANCIAL ADVISORS

LPL FINANCIAL LLC

TEDSTROM WEALTH ADVISORS, INC.

LPL FINANCIAL LLC

TRANSAMERICA CAPITAL, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PARAGON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2020

Series 66

Date: 2/15/2012

SIE

Date: 10/1/2018

Series 7

Date: 1/26/2012

Current Firm

PARAGON CAPITAL MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAGON CAPITAL MANAGEMENT

TRUST BUT VERIFY

Contact information

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