The Moore-Lennartz Wealth Management Group
Of Wells Fargo Advisors

About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Request Information

Location

We’re conveniently located. Give us a call or stop by.

Meet Our Team

James R. Moore

James R. Moore, CFP®

Managing Director - Investments

Phone: 314.746.2974
Email: james.r.moore@wfadvisors.com
Jim, who has 42 years of investment experience, joined Wells Fargo Advisors in 2009 as a Managing Director - Investments.  He previously was with Smith Barney for over 22 years. The St. Louisan received his Bachelor of Science degree from the University of Colorado and obtained his CERTIFIED FINANCIAL PLANNER™  professional (CFP®) certification  from the College for Financial Planning in Denver, Colorado. 

Moore is currently a Premier Advisor1 at Wells Fargo Advisors, former member of the FINRA Arbitration Board and the American Arbitration Association. Jim has been featured from 2014-2021in both Barron’s America’s Top 1200 Advisors2and Forbes Best –In-State Wealth Advisors3. He has also been quoted in the Wall Street Journal and has appeared on CNBC Squawk on the Street and local media. He has received the Five Star Wealth Manager4 award, as seen in St. Louis Magazine, from 2012-2020.  Moore is a former member of Association of Professional Investment Council and served on the St. Louis Art Museum Endowment Council, The St. Louis Chapter of the National Neurofibromatosis Foundation and former board member of the Judevine Center Annual Ball.

Jim resides in St. Louis with wife, Connie and their five children.

Click here for details on disclaimers.


CA Insurance License Number: 0C48117. Resident State MO

Thomas S. Lennartz

Thomas S. Lennartz

Senior Vice President - Investments
PIM Portfolio Manager

Phone: 314.746.2934
Email: thomas.lennartz@wfadvisors.com
Tom’s over 30 years of experience are based in the areas of equity and fixed income investments.  He is a qualified Wells Fargo Advisors PIM Portfolio Manager.  As a PIM Manager, he manages customized portfolios that include stocks, bonds and mutual funds in a single account.

He has been featured in St. Louis Magazine for 8 consecutive years. He has been recognized as a Wells Fargo Advisors Premier Advisor* form 2009-2022.

Lennartz received his Bachelor of Science degree with the emphasis in Finance and Banking from the University of Missouri, Columbia. Tom serves on the board of directors for Maryknoll Lay Missionaries Foundation.

Tom resides in Kirkwood, Missouri with his wife, Aurora and their two sons: Alexander, who recently graduated from USC and Nicholas, who attends University of Colorado Boulder.


*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

CA Insurance License Number: 0F50907. Resident State MO

Lumi Bala

Lumi Bala

Senior Registered Client Associate

Phone: 314.746.2910
Email: lumi.bala@wfadvisors.com
Lumi has been a member of the The Moore-Lennartz Wealth Management Group for over 20 years. She is Series 7, 63 and 65 registered with The Financial Industry Regulatory Authority. Her areas of focus are Executive office administration, managing daily communications of account support with our clients, supporting financial advisors in maintaining their portfolio investment management files, the website and reports. Her highest priority is assisting the group in realizing client satisfaction through highest quality of service. Lumi and her husband reside in St. Louis, Missouri. They love travelling and spending time with their grandchildren.

Sally Brombolich

Sally Brombolich

Senior Registered Client Associate

Phone: 314.746.2912
Email: Sally.E.Brombolich@wellsfargoadvisors.com
Overall administrative and operational client service support to assist the business activities of the Financial Advisors. Sally holds Series 7 and 63 securities registrations with the Financial Industry Regulatory Authority.

She provides assistance to the group's Financial Advisors by furnishing account information, quotes, establishing new accounts, processing money movements and trades as directed by Financial Advisors. Will also establish and maintain files to meet regulatory requirements creating and producing reports. Sally enjoys traveling and camping with family and friends.

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.