DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner27 years in industry

Edward C Irwin

Advisor at SECURITY FIRST FINANCIAL

SWARTZ CREEK, MI | SHELBY TOWNSHIP, 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:fe1e22ad-6525-d9e8-541a-51fe37736562

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Oct 8, 2010 to Sep 14, 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: SECURITY FIRST FINANCIAL
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: Jun 11, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63|S66
First exam: Jun 11, 1999
First registration: Oct 8, 2010
Dual registered: no
Other names: EDWARD CHRISTOPHER IRWIN|EDWARD IRWIN|TED IRWIN|EDWARD CHRISTOPHER GEORGE IRWIN|Edward Christopher-Geor Irwin|Ted Irwin|Edward Christopher-George Irwin
IAPD individual key: 2691391

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
VALUEFIRST PLANNING LLC	State registered	Sep 16, 2025	n/a	yes	SHELBY TOWNSHIP, MI	Current employment
SECURITY FIRST FINANCIAL	Independent wealth	Jun 15, 2025	n/a	yes	SWARTZ CREEK, MI	Current employment
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Jun 5, 2024	Jun 16, 2025	no	MINNEAPOLIS, MN\|Shelby Township, MI	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Jan 31, 2024	May 10, 2024	no	Shelby Township, MI\|KOKOMO, IN	Previous registration
Q3 ADVISORS, LLC	No RAUM reported	May 4, 2023	Jan 10, 2024	no	Shelby Township, MI\|ARVADA, CO	Previous registration
IGO CAPITAL MANAGEMENT, INC	n/a	Jun 29, 2012	Dec 31, 2016	no	NOVI, MI	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Jul 15, 2011	Jan 9, 2012	no	WAUKESHA, WI	Previous registration
IGO CAPITAL MANAGEMENT, INC	n/a	Oct 8, 2010	Aug 11, 2011	no	NOVI, MI	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
THRIVENT INVESTMENT MANAGEMENT INC.	SECURITY FIRST FINANCIAL	Jun 16, 2025	Jun 15, 2025	-1	Firm change	Ibd to RIA
CREATIVE FINANCIAL DESIGNS, INC.	THRIVENT INVESTMENT MANAGEMENT INC.	May 10, 2024	Jun 5, 2024	26	Firm change	Ibd to ibd
Q3 ADVISORS, LLC	CREATIVE FINANCIAL DESIGNS, INC.	Jan 10, 2024	Jan 31, 2024	21	Firm change	Other
IGO CAPITAL MANAGEMENT, INC	Q3 ADVISORS, LLC	Dec 31, 2016	May 4, 2023	2,315	Firm change after gap	Other
THE MUTUAL FUND STORE	IGO CAPITAL MANAGEMENT, INC	Jan 9, 2012	Jun 29, 2012	172	Firm change	Other
IGO CAPITAL MANAGEMENT, INC	THE MUTUAL FUND STORE	Aug 11, 2011	Jul 15, 2011	-27	Firm change	Other

Relationships

Registered with (7)

→ VALUEFIRST PLANNING LLCRegistered adviserregistration: current employment
Sep 16, 2025 to presentfactForm ADV
→ SECURITY FIRST FINANCIALRegistered adviserregistration: current employment
Jun 15, 2025 to presentfactForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Jun 5, 2024 to Jun 16, 2025factForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Jan 31, 2024 to May 10, 2024factForm ADV
→ Q3 ADVISORS, LLCRegistered adviserregistration: previous registration
May 4, 2023 to Jan 10, 2024factForm ADV
→ IGO CAPITAL MANAGEMENT, INCRegistered adviserregistration: previous registration
Jun 29, 2012 to Dec 31, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jul 15, 2011 to Jan 9, 2012factForm ADV

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
Edward C Irwin left Thrivent Investment Management Inc. for Security First Financial (registered 2025-06-15)
Form ADVobserved 6 days ago
Occurred
May 10, 2024
Advisor changed firm
Edward C Irwin left Creative Financial Designs, Inc. for Thrivent Investment Management Inc. (registered 2024-06-05)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2024
Advisor changed firm
Edward C Irwin left Q3 Advisors, Llc for Creative Financial Designs, Inc. (registered 2024-01-31)
Form ADVobserved 6 days ago