Moore Colson Wealth Management

James R. Senkbeil, CIMA®—is Manager of Moore Colson Wealth Management’s investment services practice. Jim is a certified investment management analyst, and responsible for the practices overall investment policy, including the day-to-day management of our core Flex Investment Strategies which are offered through LPL Financial, one of the largest independent broker/dealers* in the United States. Jim is a registered principal and branch manager with LPL Financial.

Prior to joining Moore Colson Wealth Management, Jim was a Vice President of Investments for Smith Barney a member of Citigroup. Jim earned a B.S. in Business Studies from the University of Nebraska in 1977. Jim is a member of the Investment Management Consultants Association. Jim has also been the featured columnist in many industry publications such as; Georgia Trend Magazine and the Georgia Society of Certified Public Accountants (GSCPA).

* As reported by Financial Planning magazine, June 1996-2010, based on total revnue.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

We are registered in the following states: AL, CA, DC, FL, GA, IL, MD, MO, NC, NE, NV, NY, OH, OR, PA, SC, TX, VA, and WY.

Securities and advisory services are offered through LPL Financial
Member FINRA/SIPC, and a Registered Investment Advisor