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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-20 |
| CO | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED_RES | 2025-02-14 |
Branch Locations
155 E Boardwalk, Ste 470, Fort Collins, CO 80525 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors Dba 401K Extra Llc | Ft. Collins | CO | 02/2012 | 02/2025 |
| Strategic Retirement Partners | Shorewood | IL | 02/2025 | Present |
Mr. Gillis is an Independent Agent for various Insurance and Annuity products and receives commissions in connection with products if implemented by clients. Mr. Gillis devotes approximately 5-10 hours per month of his time for this activity. This activity is investment related. Mr. Gillis works in a non-fiduciary role with Pretekt LLC - not investment related - Healthcare Consulting. This is not investment related. Mr. Gillis provides third party retirement plan consulting to other advisors who service retirement plans through Dynamic Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-28 |
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