Corina Kempe
Investment adviser representative at Trek Financial
11 yearsExperience
1 stateRegistered in
$2.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Trek FinancialJan 2025 to now
- Cetera Investment Advisors LLCNov 2021 to Dec 2024
- The State Bank and Trust CompanyJan 2021 to Dec 2024
- Bcj Capital ManagementDec 2019 to Jan 2021
- Detray Investment GroupMay 2018 to Jan 2021
- Defiance CollegeApr 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Trek Financial
Legal name: Trek Financial, LLC
$2.8BAssets managed
4,688Clients
63Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3120813
- Firm CRD
- 109376