Robert D. Paredes

PAREDES CAPITAL LLC

LENEXA, KS

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CRD#: 7143169

Professional summary

Robert D Paredes II, who also goes by Robert D Paredes, Robert Daniel Paredes, is a registered financial advisor currently at PAREDES CAPITAL LLC located in Lenexa, Kansas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert D Paredes | Robert Daniel Paredes

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)

The CRS(Customer Relationship Summary) document is not provided.

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

February 27, 2026 - Present

PAREDES CAPITAL LLC

CRD#: 330279

LENEXA, KS

Past

August 29, 2019 - February 17, 2026

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA

CRD#: 110905

SPRINGFIELD, MO

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
(2/27/2026)

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: 8/29/2019

Uniform Investment Adviser Law Examination

Current Firm

PAREDES CAPITAL LLC

CRD#: 330279 / SEC#:

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Contact information

Main Address

Lenexa, KS

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Robert D. Paredes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PAREDES CAPITAL LLC

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2019

Current Firm

PAREDES CAPITAL LLC

Contact information

Documents

Red Flags

Company Information

PAREDES CAPITAL LLC

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