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Richard Edward Heidemann Jr.

Investment Adviser Representative at Paragon Capital Management LLC

Overland Park, KSCRD #4735006Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Edward Heidemann Jr. is an investment adviser representative with Paragon Capital Management LLC in Overland Park, KS, where they have been registered since 2023, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 7 (general securities representative). They are registered to provide investment advice in Kansas.

Office

9200 Indian Creek Pkwy, Suite 600
Overland Park, KS 66210

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 2/17/2005
Series 7
General Securities Representative Examination
Passed 9/1/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Paragon Capital Management LLCCurrent
3/6/2023 – Overland Park, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Waddell & Reed
    May 2016 – Oct 2017Mission, KS
  2. Paragon Capital Management
    Oct 2017 – no end date reportedOverland Park, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Paragon Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
2
Main office:
Overland Park, KS
SEC file number:
801-55805

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 20, 2026

View full firm profile

Other advisors at Paragon Capital Management LLC

7 other advisors in the directory

View Paragon Capital Management LLC firm profile

Similar advisors in Overland Park, KS

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Edward Heidemann Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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