Role at Ifp Advisors
- Title on Schedule A
- Chief Investment Officer
- Control
- Aaron Gilman is a control person of Ifp Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Aaron Gilman has held the filed role since May 2011.
The firm
Form ADV filed 30 September 2026
Career on record
Aaron Gilman has been registered through Ifp Advisors since July 2011, and before that through Koss-olinger Consulting, Llc..
- Passed SIE · 2018
- Passed Series 24 · 2011
- – present · 15 yearsTampa, FL · Adviser representative · Firm CRD 125112
- Koss-olinger Consulting, Llc.– · 2 yearsGainesville, FL · Adviser representative · Firm CRD 111855
- Passed Series 7 and Series 66 · 2008
Registrations and exams
Aaron Gilman has a current investment-adviser registration in Florida and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 13 July 2011 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 December 2008 |
| Series 24 | General Securities Principal Examination | 10 August 2011 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 6 November 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Aaron Lee Gilman
- CRD
- 5611425
- Registration status
- Investment adviser and broker registrations
- Office
- 3030 NORTH ROCKY POINT DRIVE WEST, SUITE 700, Tampa, FL 33607
- Firm bio
- ifpartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Independent Financial Partners identifies Aaron Gilman as Chief Investment Officer and lists CFA and CFP credentials. Official firm biography
Credentials and memberships
Common questions
Where does Aaron Gilman work?
Aaron Gilman has been Chief Investment Officer of Ifp Advisors, LLC since May 2011, and is a control person of the firm.
Is Aaron Gilman a financial advisor?
Yes. Aaron Gilman has a current investment-adviser registration in Florida, through Ifp Advisors since July 2011, as of 18 October 2026.
How many years of experience does Aaron Gilman have?
Aaron Gilman has worked in the financial industry for 17 years as of 18 October 2026, counted from 9 November 2008, across 2 adviser firms.
What exams has Aaron Gilman passed?
Aaron Gilman has passed 4 licensing exams: the Series 7, Series 66, Series 24 and SIE. The earliest, the Series 7, was passed in November 2008.
Where did Aaron Gilman work before Ifp Advisors?
Before Ifp Advisors, Aaron Gilman was registered through Koss-olinger Consulting, Llc., April 2009 to July 2011.
Where is Aaron Gilman based?
Aaron Gilman’s registered office is in Tampa, FL.
Is Aaron Gilman a CFP?
Ifp Advisors lists Aaron Gilman with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Source: Official firm biography
Is Aaron Gilman a CFA charterholder?
Ifp Advisors lists Aaron Gilman with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Official firm biography
Leadership at Ifp Advisors
- William HammPresident, Chief Executive Officer
- Oscar MejiaChief Operating Officer
- Torian JohnsonChief Compliance Officer
- Jeffery AchesonChief Strategy & Growth Officer
- Christopher BrooksDirector of Supervision
- Karen HammChief Administration Officer
- William HammExecutive Chairman