Unclaimed Profile

Edward Christopher George Irwin

TMFS-MILWAUKEE, LLC·WAUKESHA, Wisconsin

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 65, Series 66CFPClean record15 years registeredTMFS-MILWAUKEE, LLC

21675 LONG VIEW DRIVE SUITE 300, WAUKESHA, WI 53186CRD# 2691391Firm CRD# 138243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Christopher George Irwin · WAUKESHA, WI

Registration

CRD #2691391 · TMFS-MILWAUKEE, LLC · 15 years registered

Brand Profile

Not yet started

Career History

VALUEFIRST PLANNING LLC

Sep 2025 – present

SECURITY FIRST FINANCIAL

Jun 2025 – present

THRIVENT INVESTMENT MANAGEMENT INC.

Jun 2024 – Jun 2025

Shelby Township, MI

CREATIVE FINANCIAL DESIGNS, INC.

Jan 2024 – May 2024

Shelby Township, MI

Q3 ADVISORS, LLC

May 2023 – Jan 2024

Shelby Township, MI

IGO CAPITAL MANAGEMENT, INC

Jun 2012 – Dec 2016

NOVI, MI

THE MUTUAL FUND STORE

Jul 2011 – Jan 2012

WAUKESHA, WI

IGO CAPITAL MANAGEMENT, INC

Oct 2010 – Aug 2011

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · October 8, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TMFS-MILWAUKEE, LLC

CRD 138243 · SEC 801-67946

AUM

$121M

Regulatory assets under management

Employees

609 client accounts

Services offered by TMFS-MILWAUKEE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TMFS-MILWAUKEE, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Christopher George Irwin offer?

Edward Christopher George Irwin specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Edward Christopher George Irwin's credentials?

Edward Christopher George Irwin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Christopher George Irwin located?

Edward Christopher George Irwin is based in WAUKESHA, Wisconsin, working with TMFS-MILWAUKEE, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.

How does Edward Christopher George Irwin charge for services?

Edward Christopher George Irwin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS-MILWAUKEE, LLC?

TMFS-MILWAUKEE, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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