Michael D. Gilman

GRIP FINANCIAL

Midlothian, VA

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CRD#: 7219774

Professional summary

Michael David Gilman, who also goes by Mike Gilman, is a registered financial advisor currently at GRIP FINANCIAL, LLC located in Midlothian, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Gilman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GRIP Financial Solutions LLC; investment related; Midlothian, VA; Insurance services and sales; Managing Member/Insurance Agent; started 02/2023; approx 32 hrs /month; 32 hours/month during trading hours; insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Gilman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 19, 2023 - Present

GRIP FINANCIAL, LLC

RIA

CRD#: 325351

Midlothian, VA

Past

January 12, 2022 - March 22, 2023

CARLSON FINANCIAL

RIA

CRD#: 295907

GLEN ALLEN, VA

Past

February 14, 2020 - December 31, 2021

CARLSON FINANCIAL

RIA

CRD#: 295907

TOPEKA, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(5/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/23/2020

Uniform Investment Adviser Law Examination

Current Firm

GRIP FINANCIAL, LLC

CRD#: 325351 / SEC#:

Virginia

Registered Investment Advisory firm - (5/19/2023 Approved)

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Contact information

Main Address

Midlothian, VA

Mailing Address

Phone number

(804) 369-4747

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 30,179,268

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael D. Gilman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Gilman's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRIP FINANCIAL, LLC

CARLSON FINANCIAL

CARLSON FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2020

Current Firm

GRIP FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRIP FINANCIAL, LLC

TRUST BUT VERIFY

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