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FIRST FINANCIAL COACHING, INC.

MT. CLEMENS, MI · CRD 152070 · IAPD ↗ · firstfinancialcoach.com · 586-463-1880

$670.6MRegulatory AUM
14Advisory reps
14Employees
0Clients
1-10Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — FIRST FINANCIAL COACHING, INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — FIRST FINANCIAL COACHING, INC. added office(s): 4 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — FIRST FINANCIAL COACHING, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — FIRST FINANCIAL COACHING, INC. crossed $500M in regulatory AUM ($279.7M -> $670.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2026 — FIRST FINANCIAL COACHING, INC. grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2025 — FIRST FINANCIAL COACHING, INC. notice-filed in HI, ID, IN, LA, MA, MO, NY, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — FIRST FINANCIAL COACHING, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — FIRST FINANCIAL COACHING, INC. grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
January 2025 — FIRST FINANCIAL COACHING, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
47
June 2024 — FIRST FINANCIAL COACHING, INC. notice-filed in DE, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — FIRST FINANCIAL COACHING, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.