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Richard Edward Heidemann

Paragon Capital Management LLC

Overland Park, KS

CRD 4735006

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Employer firm

Paragon Capital Management LLC CRD 108168

$740M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Paragon Capital Management Llc

9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-03-06
  • KS RA
    APPROVED
    Since 2023-03-06

Branch Locations

9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Mission KS 05/2016 10/2017
Paragon Capital Management Overland Park KS 10/2017 Present
  • 05/2016 → 10/2017
    Waddell & Reed
    Mission, KS
  • 10/2017 → Present
    Paragon Capital Management
    Overland Park, KS
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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