Paul M. Norman

ASCEND INVESTMENT PARTNERS

Logan, UT 84321

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CRD#: 1746793

Professional summary

Paul M. Norman, CFP®, who also goes by Paul Myron Norman, is a registered financial advisor currently at ASCEND INVESTMENT PARTNERS located in Logan, Utah.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Paul has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 26 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Paul Myron Norman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NORMAN PROPERTIES LLC; INVESTMENT RELATED; PO BOX 151, PARADISE, UT 84328; 50% MEMBER; START: 1998; 2 HRS/MONTH; 0 HOURS DURING TRADING;ENTITY TO HOLD REAL ESTATE HOLDINGS. 2. DAKOTA PACIFIC PARTNERS; INVESTMENT RELATED; 299 S. MAIN ST. SALT LAKE CITY, UT 84111; START: 2020; PASSIVE INVESTOR IN COMPANY. 3. WESTERN STATES REBAR FABRICATION INC., INV RELATED; 1525 STONEFIELD WAY, PLEASANT VIEW, UT 84404; 41% OWNER & President; START: 2002; 5 HRS/MONTH; 0 HOURS DURING TRADING; PRESIDENT AND OWNER OF REBAR CONSTRUCTION AND FABRICATION COMPANY. ALSO ACTS AS A BUSINESS CONSULTANT AND AS SUCH MAY OFFER CONSULTING RELATED PRODUCTS AND SERVICES TO ADVISORY CLIENTS; $120,000 & 41% OF PROFITS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul M. Norman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 29, 2020 - Present

ASCEND INVESTMENT PARTNERS

Office #1: 214 South Main Street, Logan, UT 84321

RIA

CRD#: 307667

Logan, UT

Past

February 17, 2009 - July 27, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

OGDEN, UT

Past

February 17, 2009 - July 27, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

OGDEN, UT

Past

October 20, 2000 - March 4, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SALT LAKE CITY, UT

Past

September 1, 2000 - March 4, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SALT LAKE CITY, UT

Past

July 1, 1999 - September 6, 2000

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SAN FRANCISCO, CA

Past

January 1, 1992 - July 1, 1999

FIRST SECURITY INVESTOR SERVICES, INC.

CRD#: 15515

SALT LAKE CITY, UT

Past

October 19, 1987 - December 12, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASCEND INVESTMENT PARTNERS

ASCEND INVESTMENT PARTNERS | KESLER, NORMAN & WRIDE, LLC

CRD#: 307667 / SEC#: 801-118514

RIA

Registered Investment Advisory firm - (4/23/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(7/29/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/24/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/3/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/16/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/1/1989

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ASCEND INVESTMENT PARTNERS

ASCEND INVESTMENT PARTNERS | KESLER, NORMAN & WRIDE, LLC

CRD#: 307667 / SEC#: 801-118514

RIA

Registered Investment Advisory firm - (4/23/2020 Approved)

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Contact information

Main Address

2225 Washington Blvd. Suite 110, Ogden, UT 84401

Mailing Address

Phone number

(801) 476-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A WRAP APPENDIX (8/22/2025)

FORM ADV PART 2A - FIRM BROCHURE (8/22/2025)

Regulatory assets under management

Total Number of Accounts	2,322
AUM (Assets Under Management)	$ 618,803,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Paul M. Norman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul M. Norman's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO SECURITIES, LLC

FIRST SECURITY INVESTOR SERVICES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

ASCEND INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2000

Series 63

Date: 10/1/1987

SIE

Date: 10/1/2018

Series 31

Date: 6/24/2008

Series 7

Date: 1/3/1994

Series 6

Date: 10/16/1987

Series 26

Date: 12/1/1989

Current Firm

ASCEND INVESTMENT PARTNERS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCEND INVESTMENT PARTNERS

TRUST BUT VERIFY

Contact information

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