Edward C. Irwin

SECURITY FIRST FINANCIAL

SWARTZ CREEK, MI 48473

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CRD#: 2691391

Professional summary

Edward C Irwin, CFP®, who also goes by Edward Christopher Irwin, Edward Christopher George Irwin, Edward Irwin, Ted Irwin, Edward Christopher-geor Irwin, Edward Christopher-george Irwin, Ted Irwin, is a registered financial advisor currently at SECURITY FIRST FINANCIAL located in Swartz Creek, Michigan.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Edward has worked at 14 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

1.) Security First Financial; Investment Related; Swartz Creek, MI; RIA; IAR; 06/2025; 26 hrs./month; no hrs. during trading; General IAR duties. 2.) Reliable Portfolio, LLC; Investment Related; Shelby Township, MI; Publishing; Owner; 06/2025; 26 hrs./month; no hrs. during trading; editing and publishing. 3.) Reliable Planning LLC; Not Investment Related; Shelby Township, MI; Business Consulting; Owner; 06/2025; 26 hrs./month; no hrs. during trading; Business Consulting. 4.) Licensed Insurance Agent; Not currently offering any insurance services or products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward C Irwin'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

June 15, 2025 - Present

SECURITY FIRST FINANCIAL

Office #1: 6012 S. Linden Road Suite 10, Swartz Creek, MI 48473

RIA

CRD#: 122408

SWARTZ CREEK, MI

Current

September 16, 2025 - Present

SHELBY TOWNSHIP, MI

Past

June 5, 2024 - June 16, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Shelby Township, MI

Past

May 14, 2024 - June 16, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Past

April 1, 2024 - May 10, 2024

SECURITY FIRST FINANCIAL | SECURITY FIRST FINANCIAL INC.

CRD#: 122408 / SEC#: 801-79680

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

Michigan

Registered Investment Advisory firm - (4/9/2018 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

Michigan
(6/15/2025)

IAR

Texas
(6/15/2025)

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.

SECURITY FIRST FINANCIAL

SECURITY FIRST FINANCIAL | SECURITY FIRST FINANCIAL INC.

CRD#: 122408 / SEC#: 801-79680

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

Michigan

Registered Investment Advisory firm - (4/9/2018 Terminated)

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Contact information

Main Address

6012 S. Linden Road Suite 10, Swartz Creek, MI 48473

Mailing Address

Phone number

(810) 655-2129

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	1,568
AUM (Assets Under Management)	$ 268,612,111

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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Edward C. Irwin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward C Irwin's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

CFD INVESTMENTS, INC.

CREATIVE FINANCIAL DESIGNS, INC.

Q3 ADVISORS, LLC

IGO CAPITAL MANAGEMENT, INC

THE MUTUAL FUND STORE

IGO CAPITAL MANAGEMENT, INC

TD AMERITRADE, INC.

QUICK & REILLY, INC.

SIGMA FINANCIAL CORPORATION

OPPENHEIMER & CO. INC.

FIRST OF MICHIGAN CORPORATION

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

SECURITY FIRST FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2024

Series 63

Date: 4/6/2024

Series 65

Date: 6/11/1999

Series 7TO

Date: 3/30/2024

SIE

Date: 3/1/2024

Series 7

Date: 12/28/1995

Series 9

Date: 2/23/2004

Series 10

Date: 11/3/2003

Current Firm

SECURITY FIRST FINANCIAL

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECURITY FIRST FINANCIAL

TRUST BUT VERIFY

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