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Martha Sarah Kern

Plan First Wealth LLC

Greenwich, CT

Gainesville, FL

CRD 4828247

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Employer firm

Plan First Wealth LLC CRD 289185

$140M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Plan First Wealth Llc

Greenwich, CT • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-05-23
  • FL RA
    APPROVED
    Since 2019-05-23

Branch Locations

Greenwich, CT • United States

Gainesville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Gainesville FL 08/2004 01/2019
Eagle Strategies Llc Gainesville FL 11/2015 01/2019
Plan First Wealth Llc Rye NY 01/2019 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-29
  • S63 Uniform Securities Agent State Law Examination
    2004-11-29
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Martha Sarah Rutkowski
  • Martha Sarah Rutkowski
  • Martha S Rutkowski

View on SEC IAPD

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