Lucas Gillis

Employer firm

Wellth Advisory Services, LLC CRD 330537

$26.7B regulatory AUM 10 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-02-14

CO RA
APPROVED

Since 2025-02-14

Branch Locations

Shorewood, IL • United States

201 E 4Th Street, Loveland, CO 80537 • 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

Organization	City	State	From	To
Dynamic Wealth Advisors Dba 401K Extra Llc.	Fort Collins	CO	02/2016	02/2025
Strategic Retirement Partners	Shorewood	IL	02/2025	Present

02/2016 → 02/2025

Dynamic Wealth Advisors Dba 401K Extra Llc.

Fort Collins, CO
02/2025 → Present

Strategic Retirement Partners

Shorewood, IL

Previous Registrations

2019-01-25 → 2025-02-18

Dynamic

Fort Collins, CO

Phoenix, AZ

Other Businesses

Mr. Gillis is an Independent Agent with various Insurance and Annuity products and receives commissions in connection with these products if implemented by clients. Mr. Gillis spends approximately 1-5% of his time involved in this activity. This activity is investment related. Mr. Gillis works in a non-fiduciary role with Pretekt LLC - Healthcare Consulting. This is not investment related Mr. Gillis is the Vice Chairman for FUEL of Loveland. this is not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-13

S65 Uniform Investment Adviser Law Examination

2018-12-13

View on SEC IAPD