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Martha Sarah Kern

Chief Compliance OfficerPlan First Wealth LLCCRD 4828247

About Martha Sarah Kern

Martha Sarah Kern is listed as Chief Compliance Officer at Plan First Wealth LLC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Plan First Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Martha Sarah Kern work?

Martha Sarah Kern is listed as Chief Compliance Officer at Plan First Wealth LLC on SEC Form ADV.

How much of Plan First Wealth LLC does Martha Sarah Kern own?

Form ADV reports a beneficial ownership band of Under 5%.

Plan First Wealth LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2021