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Francis Martin Gillis

Investment Adviser Representative at WELLTH ADVISORY SERVICES, LLC

Fort Collins, COCRD #1590453Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoMichigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/6/2004
Series 65
Uniform Investment Adviser Law Examination
Passed 10/28/1996
Series 7
General Securities Representative Examination
Passed 2/11/1993
Series 22
Direct Participation Programs Representative Examination
Passed 4/6/1988
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/26/1986
Series 24
General Securities Principal Examination
Passed 12/4/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1,000,000 or Under2.00%
$1,000,001 to $2,000,0001.50%
Over $2,000,0011.00%
Source

Wellth Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WELLTH ADVISORY SERVICES, LLCCurrent
2/14/2025Fort Collins, CO
DYNAMIC WEALTH ADVISORS
3/14/20122/18/2025Fort Collins, CO
GILLIS FINANCIAL SOLUTIONS, LLC.
7/22/199912/19/2012Fort Collins, CO
GENEOS WEALTH MANAGEMENT, INC.
4/18/200612/31/2010Ft Collins, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Francis Martin Gillis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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