Karen Denise Danna

CRD 4228959 · Wells Fargo Advisors · Bryan, TX

IA RegisteredBroker

Also appears in the source record as: Karen Danna; Karen Danna Melvin

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (10): Colorado · Florida · Illinois · Louisiana · Minnesota · New Mexico · New York · Oregon · Tennessee · Texas
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (10)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Bryan, TX · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Bryan, TX · BC capacity

start not retrieved → present
Morgan Stanley
College Station, TX · IA capacity

Sep 3, 2009 → Jun 10, 2020
Morgan Stanley
College Station, TX · BC capacity

Sep 3, 2009 → Jun 10, 2020
Citigroup Global Markets Inc.
Bryan, TX · IA capacity

Jun 17, 2008 → Aug 11, 2009
Citigroup Global Markets Inc.
Bryan, TX · BC capacity

May 29, 2007 → Aug 11, 2009
Citicorp Investment Services
Bryan, TX · BC capacity

May 6, 2005 → May 29, 2007
Essex National Securities, Inc.
Napa, CA · BC capacity

Nov 2, 2000 → May 6, 2005
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Aug 2, 2000 → Oct 31, 2000
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

Aug 2, 2000 → Oct 31, 2000

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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