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Chief Compliance Officer · Plan First Wealth LLC

Martha S. Kern

CRD 4828247 · Named on Form ADV at one SEC-registered adviser

At a glance

Plan First Wealth LLC, an SEC-registered wealth manager with $140 million in regulatory assets, lists Martha S. Kern on its Form ADV as Chief Compliance Officer.

Firms and roles

  • Plan First Wealth LLCChief Compliance OfficerWealth manager · United States · $140M in regulatory assets

AtlasMembers

Martha’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Martha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.