Edward C Irwin
CFP®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 and VALUEFIRST PLANNING LLC located in Shelby Township, 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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edward Christopher Irwin, Edward Christopher George Irwin, Edward Irwin, Ted Irwin, Edward Christopher-Geor Irwin, Edward Christopher-George Irwin, Ted Irwin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
SECURITY FIRST FINANCIAL | SECURITY FIRST FINANCIAL INC.
Contact Information
Main Address
6012 S. Linden Road Suite 10, Swartz Creek, MI 48473Phone Number
(810) 655-2129# of Employees
2SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,680AUM (Assets Under Management)
$299,520,495Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2026 | Cover Page | Report |
| 12/23/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
SECURITY FIRST FINANCIAL | SECURITY FIRST FINANCIAL INC.
State Registrations and Notice Filings
(6/15/2025)
(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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Feb 2004About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2003About the Series 10 examSimilar Advisors
CRS (Client Relationship Summary) - RIA
Click below to view Edward C Irwin's CRS (Customer Relationship Summary).
