linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lucas Gillis

Wellth Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lucas? Claim Your Profile

About Lucas Gillis

Lucas Gillis is a financial advisor at Wellth Advisory Services, LLC, based in Loveland, CO. Lucas has been in the industry since February 2016 and has a Series 65 license. Lucas has experience working with various client types including corporations or other businesses, individuals other than high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Lucas is also an Independent Agent with various Insurance and Annuity products and receives commissions in connection with these products if implemented by clients. Lucas also has experience with pretekt LLC - Healthcare Consulting and FUEL of Loveland.

Firm Information

Lucas Gillis is currently registered with Wellth Advisory Services, LLC. Wellth Advisory Services, LLC is an investment advisory firm based in , with 67 investment adviser representatives and 30 registered representatives. The firm manages approximately $21.9 billion in assets for a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Wellth Advisory Services, LLC offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

$21.91B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lucas Gillis’s Registration & Firm History

IL

02/14/2025 - Present

Wellth Advisory Services, LLC (SHOREWOOD IL)

Not sure if Lucas Gillis is right for you?

Licenses & Designations

IA

Issued 12/13/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas Gillis.
Not sure if Lucas Gillis is right for you?