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FG

Francis M. Gillis

WELLTH ADVISORY SERVICES
Fort Collins, CO 80525
Some features on this profile are disabled
CRD#: 1590453
FG

Professional summary

Francis Martin Gillis, AIF®, who also goes by Fran Gillis, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Fort Collins, Colorado.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Francis has worked at 8 firms and has passed the Series 63, Series 65, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Fran Gillis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Martin Gillis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

February 14, 2025 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 155 E Boardwalk, Ste 470, Fort Collins, CO 80525
RIA
CRD#: 330537
Fort Collins, CO
Past

March 14, 2012 - February 18, 2025

DYNAMIC

RIA
CRD#: 151367
FORT COLLINS, CO
Past

April 18, 2006 - December 31, 2010

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
FT COLLINS, CO
Past

April 17, 2006 - February 24, 2012

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
FT COLLINS, CO
Past

September 11, 2003 - April 17, 2006

COMMUNITY BANKERS SECURITIES, LLC

BD
CRD#: 42794
FT COLLINS, CO
Past

July 22, 1999 - December 19, 2012

GILLIS FINANCIAL SOLUTIONS, LLC.

RIA
CRD#: 114696
FORT COLLINS, CO
Past

September 18, 1996 - September 8, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

July 1, 1988 - September 23, 1996

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

December 1, 1986 - July 19, 1988

WADDELL & REED

BD
CRD#: 866

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(2/18/2025)
IAR
Michigan
(2/20/2025)
IAR
Texas
(2/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/6/2004
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/28/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 4/6/1988
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/26/1986
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/4/1995
General Securities Principal Examination

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELLTH ADV PART 2A (12/12/2025)
WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537Fort Collins, CO 80525

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