Advisor at Security First Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Security First Financial
Location
Swartz Creek, MI 48473
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
15 years
Edward Irwin is a CFP® professional with 14 years of experience in financial advising. He is currently with Security First Financial in Swartz Creek, MI, and has held prior roles at firms including Reliable Planning LLC and Thrivent Investment Management Inc. Outside of advising, he is involved in business consulting and publishing through his ownership of Reliable Planning LLC and Reliable Portfolio, LLC. Security First Financial provides personalized investment management services to individuals, families, businesses, and nonprofit organizations. The firm manages approximately $299 million in assets and focuses on discretionary accounts investing mainly in no-load mutual funds, ETFs, and certificates of deposit, using a combination of fundamental, technical, and cyclical analysis.
$0 - $1,500,000: 0.6% annually $1,500,000+: 0%
Fee-only: 0.6% annually on assets up to $1.5 million; no fee on assets above $1.5 million. Fees may be waived or reduced for family or friends.
6012 S. Linden Road, Suite 10
Swartz Creek, MI 48473
Michigan · Texas
ValueFirst Planning LLC
2025 - Present (1 year)
Reliable Planning LLC
2025 - Present (1 year)
Reliable Portfolio, LLC
2025 - Present (1 year)
Security First Financial
2025 - Present (1 year)
ValueFirst Planning LLC
2025 - Present (1 year)
Thrivent Investment Management
2024 - 2025 (1 year)
Thrivent Investment Management
2024 - 2025 (1 year)
CFD Investments, Inc.
2024 - 2024 (1 year)
Creative Financial Designs, Inc.
2024 - 2024 (1 year)
Q3 Advisors, LLC
2023 - 2024 (1 year)
Reliable Planning LLC
2018 - 2024 (6 years)
Reliable Medical Supply
2012 - 2020 (8 years)
IGO Capital Management, Inc.
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
Series 63, Series 65
Fenton, MI
4Square Advisory Services, Inc.
CFP®
Davison, MI
J Wilson Wealth Management
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.
Series 65
Holly, MI
Daniel Ryan Financial LLC
Series 66
Goodrich, MI
JDV Wealth Advisors, LLC
Series 65
Grand Blanc, MI
Retirement Capital Services LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")