Lucas Gillis
Investment Adviser Representative at Wellth Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lucas Gillis is an investment adviser representative with Wellth Advisory Services, LLC in Loveland, CO, where they have been registered since 2025. They have worked in the securities industry since 2019 and were previously registered with Dynamic Wealth Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- DYNAMIC WEALTH ADVISORS dba 401K EXTRA LLC.Feb 2016 – Feb 2025Fort Collins, CO
- Strategic Retirement PartnersFeb 2025 – no end date reportedShorewood, IL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wellth Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $1,000,000 or Under2.00%
- $1,000,001 to $2,000,0001.50%
- Over $2,000,0011.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Loveland, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucas 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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