MK
Martha Kern
from Plan First Wealth LLC
Martha Kern is a financial advisor based in Connecticut, Greenwich,
with 20 years of experience. Martha currently works for
Plan First Wealth LLC.
Martha maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Martha Kern works at Plan First Wealth LLC
Plan First Wealth LLC is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $987,008 of assets under management and employs about 4 people. Plan First Wealth LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
500 West Putnam Ave, Ste 400, Greenwich, Connecticut, 6830
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