Norman Andrew Perkins

Employer firm

Betterment CRD 149117

$69.5B regulatory AUM 246 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 09/2020
  Fidelity Brokerage Services Llc
  American Fork, UT
• 06/2018 → 07/2019
  Costco Wholesale
  Spanish Fork, UT
• 05/2018 → 06/2018
  Northwestern Mutual Life Insurance Company
  Provo, UT
• 01/2018 → 05/2018
  Utah Valley University
  Orem, UT
• 08/2017 → 11/2019
  Utah Valley University
  Orem, UT
• 05/2017 → 08/2017
  Ecoshield Pest Control
  Livermore, CA
• 06/2016 → 05/2017
  Wells Fargo
  Hurricane, UT
• 10/2020 → 04/2021
  Deseret Mutual Benefit Administrators
  Salt Lake City, UT
• 05/2021 → 08/2021
  Unemployed
  Pleasant Grove, UT
• 08/2021 → 02/2024
  Firstpurpose Wealth
  Orem, UT
• 02/2022 → Present
  Dfpg Investments, Llc
  Sandy, UT
• 02/2024 → Present
  Diversify Wealth Management, Llc
  Sandy, UT
• 04/2024 → Present
  Betterment
  New York, NY

Previous Registrations

• 2022-08-26 → 2024-04-30
  Diversify Wealth Management Llc
  Orem, UT
• 2024-03-05 → 2024-04-30
  Diversify Wealth Management, Llc
  Orem, UT
  South Jordan, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-07
• S63 Uniform Securities Agent State Law Examination
  2020-02-14

Designations

• Certified Financial Planner

Other Names

• Norman Andrew Perkins
• Andy Perkins
• Norman Perkins