Sonya Gillis
Investment adviser representative at Gainline Financial Partners, LLC
10 yearsExperience
1 stateRegistered in
$348.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Gainline Financial Partners, LLCJun 2023 to now
- Wells Fargo Advisors Financial Network, LLCMar 2018 to Jun 2023
- Animal Health Care DenverAug 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Gainline Financial Partners, LLC
$348.6MAssets managed
998Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2452562
- Firm CRD
- 326716