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Martha Sarah Kern

Plan First Wealth LLC

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About Martha Sarah Kern

Martha Kern is a financial advisor with Plan First Wealth LLC, located in Greenwich, CT. Martha has been in the financial services industry for 15 years. Martha's experience includes working with high-net-worth individuals and individuals other than high-net-worth, and she is a Certified Financial Planner and Chartered Financial Consultant. Plan First Wealth LLC provides financial planning, portfolio management for individuals, educational seminars, and publication of periodicals.

Firm Information

Martha Kern is currently registered with Plan First Wealth LLC. Plan First Wealth LLC is a registered investment advisor based in Greenwich, Connecticut. The firm provides financial planning and portfolio management services to high-net-worth individuals and other individuals. Plan First Wealth LLC manages approximately $120 million in assets and has a team of 3 investment advisor representatives.
Plan First Wealth LLC

500 WEST PUTNAM AVE

GREENWICH, CT 06830

$120.37M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martha Kern’s Registration & Firm History

CT

05/23/2019 - Present

Plan First Wealth LLC (GREENWICH CT)

FL

11/23/2004 - 01/25/2019

NYLIFE SECURITIES LLC (GAINESVILLE FL)

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Licenses & Designations

BC

Issued 11/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/22/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martha Sarah Kern.
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