Corina Kempe
Advisor at Trek Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trek Financial
Location
Defiance, OH 43412
Credentials
Series 63, Series 65
Industry experience
9 years
About
Corina Kempe is a financial advisor at Trek Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Investment Advisors, The State Bank and Trust Company, BCJ Capital Management, Detray Investment Group, and Defiance College. Outside of her advisory role, she is involved with Zonta Women's International, supporting women and children through philanthropic activities. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm combines strategic ETF-based allocations with rules-based tactical models and quantitative methods, offering discretionary asset management, financial planning, and tax-aware direct indexing strategies.
Client services
Based on Trek Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consulting
Expertise
Based on Trek Financial
Tax-loss harvesting
Options & derivatives strategies
Passive / index investing
Private / alternative investments
Active portfolio management
Fee options
Fixed fees for financial planning ranging $100-$50,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%
Up to $400 per hour for consulting services
Annual retainer fees for financial planning ranging $200-$20,000
Account minimum: $100,000 Fee-only: Financial planning fees: Annual retainer $200-$20,000; Fixed fee $100-$50,000; Hourly up to $400/hour
Location
815 East Second St., Suite 100
Defiance, OH 43412
Most active in
Corina K has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Trek Financial
2025 - Present (1 year)
Cetera Investment Advisors Llc
2021 - 2024 (3 years)
The State Bank And Trust Company
2021 - 2024 (3 years)
The State Bank And Trust Company
2021 - 2021 (1 year)
Bcj Capital Management
2019 - 2021 (2 years)
Detray Investment Group
2018 - 2021 (3 years)
Defiance College
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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