IW
ChFC
IW
ChFC

Ira Mitchell Work

22 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
878 clients
Average Client Portfolio
$319K average
Assets Under Management
$279.7M

Fee Structure

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Location

1639 Medical Ctr. Pkwy, Suite 109, Murfreesboro, TN, 37129

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2025
Customer Dispute
December 2002
Settled
Other Business Activities

Ira is a managing partner at Work to Fly LLC, a leasing business, since February 2023. He spends minimal time paying bills for the company.

Employment History
Current Registrations
First Financial Coaching, INC.
March 2025 - Present · 11 mos
Previous Registrations
Paul Winkler, INC.
March 2009 - April 2025 · 16 yrs 1 mo
Work Financial Group, INC.
November 2004 - December 2017 · 13 yrs 1 mo
Independent Advisers Group CORP
January 2001 - December 2002 · 1 yr 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Ira Mitchell Work - Financial Advisor | TrueAdvisor