Ira M. Work

FIRST FINANCIAL COACHING

Murfreesboro, TN 37129

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CRD#: 1238412

Professional summary

Ira Mitchell Work, AIF®, ChFC® is a registered financial advisor currently at FIRST FINANCIAL COACHING, INC. located in Murfreesboro, Tennessee.

Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Ira has worked at 11 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name of other business: Work to Fly LLC; Is business Investment related: No; Address of other business: Nashville, TN; Nature of other business: Leasing; Your position: Managing Partner; Start date of relationship: 02/2023; Approx. # of hours /month devote to other business: 3; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: pay bills.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ira Mitchell Work's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

ChFC^®

Chartered Financial Consultant

Experience

Current

March 27, 2025 - Present

FIRST FINANCIAL COACHING, INC.

Office #1: 1639 Medical Ctr. Pkwy Suite 109, Murfreesboro, TN 37129Office #2: 301 N Jackson St Suite 11, Tullahoma, TN 37388

RIA

CRD#: 152070

Murfreesboro, TN

Past

March 26, 2009 - April 28, 2025

PAUL WINKLER, INC.

RIA

CRD#: 119342

MURFREESBORO, TN

Past

November 18, 2004 - December 31, 2017

WORK FINANCIAL GROUP, INC.

RIA

CRD#: 141591

POMPANO BEACH, FL

Past

January 1, 2001 - December 4, 2002

INDEPENDENT ADVISERS GROUP CORP

RIA

CRD#: 106684

WELLINGTON, FL

Past

April 29, 1996 - July 22, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

July 31, 1993 - April 22, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 21, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 15, 1992 - June 22, 1993

NETWORK 1 FINANCIAL SECURITIES INC.

CRD#: 13577

RED BANK, NJ

Past

April 11, 1990 - May 13, 1991

LEGEND CAPITAL CORPORATION

CRD#: 4149

PALM BEACH GARDENS, FL

Past

March 18, 1987 - August 15, 1988

JW GENESIS CLEARING CORP.

CRD#: 6631

Past

February 24, 1984 - January 8, 1987

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST FINANCIAL COACHING, INC.

FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING

CRD#: 152070 / SEC#: 801-128612

RIA

Registered Investment Advisory firm - (8/30/2023 Approved)

Arizona

Registered Investment Advisory firm - (9/5/2023 Terminated)

California

Registered Investment Advisory firm - (10/5/2023 Terminated)

Delaware

Registered Investment Advisory firm - (9/6/2023 Terminated)

Florida

Registered Investment Advisory firm - (9/5/2023 Terminated)

Georgia

Registered Investment Advisory firm - (9/11/2023 Terminated)

Illinois

Registered Investment Advisory firm - (9/5/2023 Terminated)

Indiana

Registered Investment Advisory firm - (9/8/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2023 Terminated)

Michigan

Registered Investment Advisory firm - (9/19/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (9/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (9/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/5/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Tennessee
(3/27/2025)

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: 6/9/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/3/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/29/1993

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/18/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/9/2003

General Securities Principal Examination

Current Firm

FIRST FINANCIAL COACHING, INC.

FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING

CRD#: 152070 / SEC#: 801-128612

RIA

Registered Investment Advisory firm - (8/30/2023 Approved)

Arizona

Registered Investment Advisory firm - (9/5/2023 Terminated)

California

Registered Investment Advisory firm - (10/5/2023 Terminated)

Delaware

Registered Investment Advisory firm - (9/6/2023 Terminated)

Florida

Registered Investment Advisory firm - (9/5/2023 Terminated)

Georgia

Registered Investment Advisory firm - (9/11/2023 Terminated)

Illinois

Registered Investment Advisory firm - (9/5/2023 Terminated)

Indiana

Registered Investment Advisory firm - (9/8/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2023 Terminated)

Michigan

Registered Investment Advisory firm - (9/19/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (9/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (9/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/5/2023 Terminated)

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Contact information

Main Address

144 South Main St., Mt. Clemens, MI 48043

Mailing Address

Phone number

(586) 463-1880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,877
AUM (Assets Under Management)	$ 279,664,257

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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Ira M. Work

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ira Mitchell Work's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAUL WINKLER, INC.

WORK FINANCIAL GROUP, INC.

INDEPENDENT ADVISERS GROUP CORP

OSAIC FS, INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

NETWORK 1 FINANCIAL SECURITIES INC.

LEGEND CAPITAL CORPORATION

JW GENESIS CLEARING CORP.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

FIRST FINANCIAL COACHING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/1993

Series 63

Date: 1/3/1986

Series 31

Date: 7/29/1993

Series 7

Date: 2/18/1984

Series 24

Date: 3/9/2003

Current Firm

FIRST FINANCIAL COACHING, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST FINANCIAL COACHING, INC.

TRUST BUT VERIFY

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