Lisa A Naranjo

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2011 → 03/2020
  Ameriprise Financial Services
  Austin, TX
• 08/2001 → 09/2021
  City Of Austin
  Austin, TX
• 08/2014 → 08/2023
  Austin Pet Services, Llc
  Austin, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

Business Ownership; Lisa Naranjo EA LLC; Owner; Tax Preparation; 13417 Wisterwood St, , Austin, TX, 78729; Not Investment-Related; 01/27/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; NEIGHBORHOOD ASSOCIATION OF SOUTHWESTERN WILLIAMSON COUNTY; Treasurer; NASWC, PO Box 170297, Austin, TX, 78717; Not Investment-Related; 04/01/2026; 1 to 9 hours per month; 0 during trading hours / Williamson County ESD 1; Assistant Treasurer; 9218 Anderson Mill Road, , Austin, TX, 78729; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Lisa Naranjo EA LLC; Owner; Tax Preparation; 13417 Wisterwood St, , Austin, TX, 78729; Not Investment-Related; 01/27/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-12

Other Names

• Lisa Naranjo
• Lisa Ann Naranjo