Martha Sarah Kern
Investment adviser representative at Plan First Wealth LLC
22 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$140.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Plan First Wealth LLCJan 2019 to now
- Eagle Strategies LLCNov 2015 to Jan 2019
- New York Life Insurance CompanyAug 2004 to Jan 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Plan First Wealth LLC
$140.3MAssets managed
96Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4828247
- Firm CRD
- 289185