Lucas
Gillis
Dynamic Wealth Advisors
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About this Advisor
Lucas Gillis is a financial advisor based in Fort Collins, Colorado, working with Dynamic Wealth Advisors. Lucas has previously held positions at Dynamic Wealth Advisors Dba 401K Extra LLC and Spoons Soup And Salad- Restaurant. Lucas has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Wyoming. Currently, Lucas is part of Dynamic Wealth Advisors, which operates out of Fort Collins, Colorado. The firm has 54 offices and 125 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$4,829,248,145
125
14,988
$322,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Lucas Gillis Work History
Dynamic Wealth Advisors Dba 401K Extra LLC
Spoons Soup And Salad- Restaurant
Disclosures
Please visit the SEC profile of Lucas Gillis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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