Francis Gillis
Retirement Plan Advisor | Financial Advisor | 401k Fiduciary | Colorado-Wyoming Employee Benefits Advisor | LION
- Role
- Managing Director, Northern Colorado at Strategic Retirement Partners
- Location
- Fort Collins, CO, US
- LinkedIn followers
- 500 followers
About Francis Gillis
As one of the first Accredited Investment Fiduciary™ (AIF) in Colorado, Fran has helped…
Experience
Managing Director, Northern Colorado
Feb 2025 — Present
Education
National Institute of Pension Administrators
Accredited Pension Representative, ERISA Retirement Plan Governance
2005 — 2011
Robert Morris University
Professional Plan Consultant, ERISA Compliance
2007 — 2016
ASPPA - NAPA
Qualified Plan Financial Consultant, 401k | Retirement Plan Management | Pensions | Defined Benefit Plans | Cash Balance
2012 — 2016
Northeast Wisconsin Technical College
Civil Engineering
1977 — 1978
Center For Fiduciary Studies
Accredited Investment Fiduciary, Fiduciary Compliance
2005 — 2016
Aims Community College
Bachelor of Applied Science (BASc), Business Administration and Management, General (Magna Cum Laude)
1986 — 1987
Regis University
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
1987 — 1990
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