Benjamin Allan Michalski
Investment adviser representative at Paragon Capital Management
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Paragon Capital ManagementMay 2025 to now
- Purshe Kaplan Sterling InvestmentsAug 2024 to Mar 2025
- Merit Financial Group d/b/a Merit Financial AdvisorsApr 2022 to Mar 2025
- LPL Financial, LLCJun 2020 to Aug 2024
- Tedstrom Wealth Advisors, Inc.Jun 2020 to Nov 2023
- UnemployedDec 2019 to May 2020
- Transamerica Capital IncOct 2014 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Paragon Capital Management
$1.3BAssets managed
188Clients
5Advisers
36 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
- 6002691
- Firm CRD
- 105147