Corina Kempe

Employer firm

Trek Financial CRD 109376

$2.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 01/2021
  Bcj Capital Management
  Scottsdale, AZ
• 04/2015 → 05/2018
  Defiance College
  Defiance, OH
• 05/2018 → 01/2021
  Detray Investment Group
  Defiance, OH
• 01/2021 → 08/2021
  The State Bank And Trust Company
  Defiance, OH
• 08/2021 → 12/2024
  The State Bank And Trust Company
  Defiance, OH
• 11/2021 → 12/2024
  Cetera Investment Advisors Llc
  Defiance, OH
• 01/2025 → Present
  Trek Financial
  Scottsdale, AZ

Previous Registrations

• 2021-11-23 → 2025-01-02
  Cetera Investment Advisers Llc
  Defiance, OH
  Lima, OH
• 2019-12-19 → 2021-01-15
  Trek Financial
  Scottsdale, AZ
  Defiance, OH

Other Businesses

1) Kempe Financial Group, LLC - tax preparation and licensed insurance agent appointed with various insurance companies offering fixed insurance products. Clients should be aware that these services pay a commission and involve a conflict of interest, as the receipt of additional compensation conflicts with the fiduciary duties owed to clients by an investment advisor. Investment advisory clients are under no obligation to utilize the services of any representatives of Trek Financial in such individuals outside capacities 2) Kempe Rentals, LLC - ?Corina Kempe is the owner of multiple rental properties. She spends approximately an hour per week managing these properties. 3) Zonta Women's International. She assists women and children in need by assisting with activities and philanthropy events. She spends approximately an hour a week doing this.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-20
• S65 Uniform Investment Adviser Law Examination
  2019-05-17

Other Names

• Corina Kempe
• Corey Kempe