Richard Edward Heidemann
Investment adviser representative at Paragon Capital Management LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$739.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Paragon Capital Management LLCOct 2017 to now
- Waddell & ReedMay 2016 to Oct 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Paragon Capital Management LLC
$739.8MAssets managed
350Clients
9Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4735006
- Firm CRD
- 108168