Emily Louise Difley Golenzer

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2019 → Present
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO
• 05/2019 → 07/2019
  None
  Boulder, CO
• 08/2015 → 05/2019
  Cu Boulder
  Boulder, CO
• 07/2017 → 08/2017
  Hba International
  Santa Monica, CA
• 09/2016 → 10/2016
  Work For Progress
  Boulder, CO
• 10/2016 → 11/2016
  Cost Plus World Market
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14

Designations

• Certified Financial Planner

Other Names

• Emily Difley
• Emily Louise Difley
• Golenzer
• Emily Golenzer