Paul Norman is a CFP-designated registered investment advisor at Ascend Investment Partners, based in Logan, UT, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,080 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascend Investment Partners offers wrap asset management services, with fees detailed in a separate Wrap Fee Program Brochure. They also manage held-away accounts through the Pontera platform, with platform fees paid by Ascend. Discretionary advisory services are available through First Clearing/Trade-PMR, with program fees not exceeding 2.50% of assets.
Location
214 South Main Street, Logan, UT, 84321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a 50% member of Norman Properties LLC, an entity holding real estate, since 1998, dedicating minimal time. He is also a passive investor in Dakota Pacific Partners since 2020 and a 41% owner and President of Western States Rebar Fabrication Inc. since 2002, spending a few hours per week and potentially offering consulting services to advisory clients.
Employment History
Current Registrations
Ascend Investment Partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Security Van Kasper, INC.Broker
First Security Investor Services, INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
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