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James Michael Plumlee

Cs Planning Corp

Dallas, TX

Portland, OR

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Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-02
  • TX RA
    APPROVED
    Since 2021-01-02

Branch Locations

8117 Preston Road, Suite 300, Dallas, TX 75225 • United States

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mpac Consulting Group Llc Fka Axiom Financial Partners Llc Dallas TX 01/2012 Present
Cs Planning Corp. Portland OR 01/2021 Present
Common Sense Portfolios, Llc Fka Axiom Advantage Portfolios Llc Dallas TX 12/2012 Present
  • 01/2012 → Present
    Mpac Consulting Group Llc Fka Axiom Financial Partners Llc
    Dallas, TX
  • 01/2021 → Present
    Cs Planning Corp.
    Portland, OR
  • 12/2012 → Present
    Common Sense Portfolios, Llc Fka Axiom Advantage Portfolios Llc
    Dallas, TX
Previous Registrations
  • 2018-01-05 → 2021-12-31
    Common Sense Portfolios, Llc
    Dallas, TX
  • 2018-01-05 → 2020-12-31
    Common Sense Portfolios, Llc
    Dallas, TX
  • 2015-02-04 → 2017-12-31
    Common Sense Portfolios, Llc
    Dallas, TX
  • 2013-05-21 → 2014-12-31
    Common Sense Portfolios, Llc
    Dallas, TX
  • 2010-04-19 → 2010-12-31
    Absolute Advantage Portfolios Llc
    Dallas, TX
  • 2003-03-14 → 2008-12-31
    Newport Financial Advisors, Inc.
    Dallas, TX
    Dallas, TX
Other Businesses

Managing Partner of MPAC Consulting Group LLC; Dallas, Texas; Insurance and Consulting; Licensed Insurance Agent Appointed with Multiple Carriers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-03
S63 Uniform Securities Agent State Law Examination 1989-03-30
  • S65 Uniform Investment Adviser Law Examination
    1998-12-03
  • S63 Uniform Securities Agent State Law Examination
    1989-03-30

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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