Karen Valeria Naranjo

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

• 08/2025 → Present
  Wells Fargo Clearing Services, Llc
  Durango, CO
• 03/2022 → Present
  Wells Fargo Bank, Na
  Durango, CO
• 04/2021 → 03/2022
  Farmers Insurance
  Durango, CO
• 05/2019 → 12/2024
  Tequila's Mexican Restaurant
  Cortez, CO
• 01/2019 → 04/2021
  Colorado State Public Defender
  Durango, CO
• 02/2016 → 01/2019
  Collins, Rafik And Jacobson
  Boulder, CO

Other Businesses

TEQUILA'S MEXICAN RESTAURANT - HOSTESS; NOT INV RELATED; CORTEZ,CO; MEXICAN FOOD; START DATE: 11/03/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-23
• S63 Uniform Securities Agent State Law Examination
  2025-11-25