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RIA / WealthAdvisorChartered Financial Consultant40 years in industry

IRA MITCHELL WORK

Advisor at FIRST FINANCIAL COACHING, INC.

Tullahoma, TN | Nashville, TN | Murfreesboro, TN | MT. CLEMENS, MI

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Search this name across graphsid dfx:ria:7b348fa8-c999-0f58-37df-f31bcb226da2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIRST FINANCIAL COACHING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Jan 3, 1986
First registration: Jan 1, 2001
Dual registered: no
IAPD individual key: 1238412

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIRST FINANCIAL COACHING, INC.	Independent wealth	Mar 27, 2025	n/a	yes	Murfreesboro, TN\|Tullahoma, TN\|MT. CLEMENS, MI\|Nashville, TN	Current employment
PAUL WINKLER, INC.	Independent wealth	Mar 26, 2009	Apr 28, 2025	no	NASHVILLE, TN\|GOODLETTSVILLE, TN\|JULIET, TN\|MURFREESBORO, TN\|GOODLETTSVILLE, TN	Previous registration
WORK FINANCIAL GROUP, INC.	n/a	Nov 18, 2004	Dec 31, 2017	no	POMPANO BEACH, FL\|POMPANO BEACH, FL	Previous registration
INDEPENDENT ADVISERS GROUP CORP	Former SEC adviser	Jan 1, 2001	Dec 4, 2002	no	WELLINGTON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PAUL WINKLER, INC.	FIRST FINANCIAL COACHING, INC.	Apr 28, 2025	Mar 27, 2025	-32	Firm change after gap	RIA to RIA
WORK FINANCIAL GROUP, INC.	PAUL WINKLER, INC.	Dec 31, 2017	Mar 26, 2009	-3,202	Firm change after gap	Other
INDEPENDENT ADVISERS GROUP CORP	WORK FINANCIAL GROUP, INC.	Dec 4, 2002	Nov 18, 2004	715	Firm change after gap	Other

Relationships

Registered with (4)

→ FIRST FINANCIAL COACHING, INC.Registered adviserregistration: current employment
Mar 27, 2025 to presentfactForm ADV
→ PAUL WINKLER, INC.Registered adviserregistration: previous registration
Mar 26, 2009 to Apr 28, 2025factForm ADV
→ WORK FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 18, 2004 to Dec 31, 2017factForm ADV
→ INDEPENDENT ADVISERS GROUP CORPRegistered adviserregistration: previous registration
Jan 1, 2001 to Dec 4, 2002factForm ADV

Dated events

Occurred
Apr 28, 2025
Advisor changed firm
Ira Mitchell Work left Paul Winkler, Inc. for First Financial Coaching, Inc. (registered 2025-03-27)
Form ADVobserved 6 days ago