CK
CK

Corina Kempe

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
5,035 clients
Average Client Portfolio
$495K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.50%
$500K - $1.0M1.50%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.70%

Fees may be subject to negotiation depending upon unique circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

815 East Second St., Suite 100, Defiance, OH, 43412

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Corina is involved in several outside business activities. She is a licensed insurance agent offering fixed insurance products through Kempe Financial Group, owns multiple rental properties through Kempe Rentals, LLC, and volunteers with Zonta Women's International.

Employment History
Current Registrations
Trek Financial
February 2025 - Present · 1 yr
Previous Registrations
Cetera Investment Advisers LLC
November 2021 - January 2025 · 3 yrs 2 mos
Cetera Investment Services LLCBroker
October 2021 - January 2025 · 3 yrs 3 mos
Bcj Capital Management
December 2019 - January 2021 · 1 yr 1 mo
Franklin Financial Services CorporationBroker
September 1999 - September 2002 · 3 yrs
Everen Securities, INC.Broker
November 1998 - July 1999 · 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.