DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FIRST FINANCIAL COACHING, INC.

CRD 152070

MT. CLEMENS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed78d940-55c4-143d-fa68-80320011480a

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 6
On other graphs: 0
Observed: Jul 21, 2023 to May 6, 2026
14 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $671MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $657MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $47.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 14
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 2,977
Individual clients: 1,314
High net worth clients: 186
SEC number: 801-128612
CRD: 152070
Filings on the tape: 14
First filed: Jul 21, 2023
Latest filed: May 6, 2026
Organised: Corporation, MI
Website: firstfinancialcoach.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY CURTIS FUREST	Certified Financial Planner	MT. CLEMENS, MI	16	41	1	no
WILLIAM WESLEY REED	n/a	MT. CLEMENS, MI \| Harlingen, TX	16	30	1	no
JANET NUGENT HARRINGTON	n/a	MT. CLEMENS, MI \| Harlingden, TX	16	28	1	no
MICHAEL NORMAN SARCHECK	n/a	MT. CLEMENS, MI	16	28	n/a	no
MAYO MCGILL FITZHUGH	n/a	MT. CLEMENS, MI \| SOUTHPORT, NC	11	16	2	no
Mathew Ryan Reed	n/a	MT. CLEMENS, MI \| Harlingen, TX	2	10	n/a	no
IRA MITCHELL WORK	Chartered Financial Consultant	Tullahoma, TN \| Nashville, TN \| Murfreesboro, TN \| MT. CLEMENS, MI	1	40	3	no
THOMAS E BLOTTENBERGER	Certified Financial Planner\|Chartered Financial Consultant	MT. CLEMENS, MI \| North Charleston, SC	1	16	2	no
BECKY LYNN WALKER	Certified Financial Planner	MT. CLEMENS, MI \| Buda, TX	1	35	4	yes
JAMIE LANAY SMITH	n/a	Buda, TX \| MT. CLEMENS, MI	1	16	2	yes
Alan Charles Schauer	n/a	MT. CLEMENS, MI \| Buda, TX	1	42	2	no
JIMMY MILLARD BEVINS	Chartered Financial Consultant	BELFRY, KY \| MT. CLEMENS, MI	0	40	1	no
Jonathan Curtis Furest	n/a	MT. CLEMENS, MI	0	12	n/a	no
FRANK PETER ORZEL	n/a	MT. CLEMENS, MI \| Fontana, WI	0	45	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FUREST, JEFFREY, CURTIS	CHIEF COMPLIANCE OFFICER	D	yes	09/2009	Jul 21, 2023	Dec 26, 2024
SARCHECK, MICHAEL, NORMAN	CHIEF EXECUTIVE OFFICER	D	yes	05/2010	Jul 21, 2023	Dec 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FUREST FUREST SERVICES INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Harlingen	TX	United States	2	no
Chicago	IL	United States	1	no
Southport	Nc	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$671M	$0	14	14	8	n/a	n/a
2024	Mar 27, 2025	$280M	$280M	10	10	4	n/a	n/a
2023	Feb 7, 2024	$255M	$0	8	8	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	7	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$671M	$280M	139.8%	n/a	n/a	14	10	8	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SPECTRUM WEALTH MANAGEMENT, LLC	2	Jun 1, 2022	May 29, 2022	ADDISON, TX	Team lift out	RIA to state RIA	28.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OSAIC WEALTH, INC.	3	Jul 25, 2025	Jul 22, 2025	BUDA, TX	Team lift out	Ibd to RIA	0.0%

Relationships

Registered with (17)

← FRANK PETER ORZELAdvisorregistration: current employment
Aug 17, 2026 to presentfactForm ADV
← Jonathan Curtis FurestAdvisorregistration: current employment
Oct 31, 2025 to presentfactForm ADV
← JIMMY MILLARD BEVINSAdvisorregistration: current employment
Oct 22, 2025 to presentfactForm ADV
← BECKY LYNN WALKERAdvisorregistration: current employment
Jul 22, 2025 to presentfactForm ADV
← JAMIE LANAY SMITHAdvisorregistration: current employment
Jul 22, 2025 to presentfactForm ADV
← Alan Charles SchauerAdvisorregistration: current employment
Jul 22, 2025 to presentfactForm ADV
← THOMAS E BLOTTENBERGERAdvisorregistration: current employment
May 7, 2025 to presentfactForm ADV
← IRA MITCHELL WORKAdvisorregistration: current employment
Mar 27, 2025 to presentfactForm ADV
← Mathew Ryan ReedAdvisorregistration: current employment
Sep 20, 2024 to presentfactForm ADV
← MAYO MCGILL FITZHUGHAdvisorregistration: current employment
Aug 26, 2015 to presentfactForm ADV
← MICHAEL NORMAN SARCHECKAdvisorregistration: current employment
Jun 23, 2010 to presentfactForm ADV
← JEFFREY CURTIS FURESTAdvisorregistration: current employment
Apr 1, 2010 to presentfactForm ADV
← WILLIAM WESLEY REEDAdvisorregistration: current employment
Apr 1, 2010 to presentfactForm ADV
← JANET NUGENT HARRINGTONAdvisorregistration: current employment
Apr 1, 2010 to presentfactForm ADV
← THOMAS EDMUND HATFIELDAdvisorregistration: previous registration
Apr 1, 2010 to Jun 1, 2022factForm ADV
← THOMAS EDMUND HATFIELDAdvisorregistration: previous registration
Jun 21, 2010 to Jun 1, 2022factForm ADV
← Gerald Irwin KalishAdvisorregistration: previous registration
Nov 8, 2017 to Sep 19, 2018factForm ADV

Moved with (2)

← OSAIC WEALTH, INC.Registered adviser3 advisors, team lift out, same day
Jul 25, 2025 to Jul 22, 2025factForm ADV
→ SPECTRUM WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Jun 1, 2022 to May 29, 2022factForm ADV

Controls (2)

← FUREST, JEFFREY, CURTISOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 21, 2023 to Dec 26, 2024factForm ADV
← SARCHECK, MICHAEL, NORMANOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Jul 21, 2023 to Dec 26, 2024factForm ADV

Dated events

Occurred
Mar 23, 2026
Regulatory AUM changed
First Financial Coaching, Inc. reported RAUM $670.6M, up 140% from $279.7M (2025-12-18 to 2026-03-23)
Form ADVobserved 6 days ago
$391M
Occurred
Jul 25, 2025
Team lift-out
3 advisors left Osaic Wealth, Inc. (Buda, TX) for First Financial Coaching, Inc. on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jul 21, 2023
First Form ADV filing
First Financial Coaching, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Team lift-out
2 advisors left First Financial Coaching, Inc. (Addison, TX) for Spectrum Wealth Management, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 1, 2022
Advisor changed firm
Thomas Edmund Hatfield left First Financial Coaching, Inc. for Spectrum Wealth Management, Llc (registered 2022-05-29)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Thomas Edmund Hatfield left First Financial Coaching, Inc. for Spectrum Wealth Management, Llc (registered 2022-05-29)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed78d940-55c4-143d-fa68-80320011480a
First observed: Jul 21, 2023
Last observed: May 6, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIRST FINANCIAL COACHING, INC.

CRD 152070

MT. CLEMENS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed78d940-55c4-143d-fa68-80320011480a

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY CURTIS FUREST

Certified Financial Planner

MT. CLEMENS, MI

WILLIAM WESLEY REED

n/a

MT. CLEMENS, MI | Harlingen, TX

JANET NUGENT HARRINGTON

n/a

MT. CLEMENS, MI | Harlingden, TX

MICHAEL NORMAN SARCHECK

n/a

MT. CLEMENS, MI

n/a

MAYO MCGILL FITZHUGH

n/a

MT. CLEMENS, MI | SOUTHPORT, NC

Mathew Ryan Reed

n/a

MT. CLEMENS, MI | Harlingen, TX

n/a

IRA MITCHELL WORK

Chartered Financial Consultant

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

THOMAS E BLOTTENBERGER

Certified Financial Planner|Chartered Financial Consultant

MT. CLEMENS, MI | North Charleston, SC

BECKY LYNN WALKER

Certified Financial Planner

MT. CLEMENS, MI | Buda, TX

yes

JAMIE LANAY SMITH

n/a

Buda, TX | MT. CLEMENS, MI

yes

Alan Charles Schauer

n/a

MT. CLEMENS, MI | Buda, TX

JIMMY MILLARD BEVINS

Chartered Financial Consultant

BELFRY, KY | MT. CLEMENS, MI

Jonathan Curtis Furest

n/a

MT. CLEMENS, MI

n/a

FRANK PETER ORZEL

n/a

MT. CLEMENS, MI | Fontana, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FUREST, JEFFREY, CURTIS

CHIEF COMPLIANCE OFFICER

yes

09/2009

Jul 21, 2023

Dec 26, 2024

SARCHECK, MICHAEL, NORMAN

CHIEF EXECUTIVE OFFICER

yes

05/2010

Jul 21, 2023

Dec 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FUREST FUREST SERVICES INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Harlingen

United States

Chicago

United States

Southport

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$671M

n/a

2024

Mar 27, 2025

$280M

n/a

2023

Feb 7, 2024

$255M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$671M

$280M

139.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SPECTRUM WEALTH MANAGEMENT, LLC

Jun 1, 2022

May 29, 2022

ADDISON, TX

Team lift out

RIA to state RIA

28.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OSAIC WEALTH, INC.

Jul 25, 2025

Jul 22, 2025

BUDA, TX

Team lift out

Ibd to RIA

0.0%