Francis Martin Gillis

Wellth Advisory Services, LLC

26 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Wellth Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

2,383 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$23.6B

Fee Structure

Financial Planning:Investment management only

Location

155 E Boardwalk, ste 470, Fort Collins, CO, 80525

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2011

Settled

Customer Dispute

June 1999

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Francis is an independent agent selling various insurance and annuity products, dedicating a few hours per week to this activity. He also works in a non-fiduciary role with Pretekt LLC, a healthcare consulting firm, and provides third-party retirement plan consulting to other advisors.

Employment History

Current Registrations

Wellth Advisory Services, LLC

February 2025 - Present · 1 yr

Previous Registrations

Dynamic Wealth Advisors

March 2012 - February 2025 · 12 yrs 11 mos

Geneos Wealth Management, INC.

April 2006 - December 2010 · 4 yrs 8 mos

Gillis Financial Solutions, LLC.

July 1999 - December 2012 · 13 yrs 5 mos

State Registrations3 states

COMITX

Advisor

Exams

No exam information available for this advisor.