Stephanie Christina Kemp

Employer firm

Corvus Wealth Advisors LLC CRD 311261

$1.08B regulatory AUM 11 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2013 → 03/2021
  Garcia Wealth Management Group
  Templeton, CA
• 01/2021 → Present
  Corvus Wealth Advisors Llc
  Templeton, CA

Previous Registrations

• 2013-03-22 → 2021-03-29
  Garcia Wealth Management Group, Inc.
  Templeton, CA

Other Businesses

Ms. Kemp is a volunteer with United Way, a non-profit that supports financial literacy and wellness program to schools and other organizations in need. Her responsibilities include teaching a financial literacy class using United Way content and lecture materials to high school seniors. 3 hours a month is devoted to this activity during trading hours and no time outside of trading hours. Ms. Kemp received no yearly compensation for this activity. Mrs. Kemp is a mentor with Thrive Mentor Program, which is a mentor program with the American Retirement Association (ARA). 2 hours are spent on this activity outside of trading hours and 1 hour is spent on this activity during trading hours. She receives no yearly compensation from this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-24
• S63 Uniform Securities Agent State Law Examination
  2012-02-25

Other Names

• Stephanie Christina Schuette
• Stephanie Christina Allen
• Stephanie Christina Dettwiler