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Corina Kempe

Advisor at Trek Financial

Updated today

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

Occupation focus

Based on Trek Financial

Executive Founder/Business Owner

Demographic focus

Based on Trek Financial

HENRY (High Earners, Not Rich Yet) Values-based investing

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Fee options

Fixed

Fixed fees for financial planning ranging $100-$50,000

Percentage

$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%

Project-based

Up to $400 per hour for consulting services

Subscriptions

Annual retainer fees for financial planning ranging $200-$20,000

Other

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

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David S

Series 63, Series 65

Napoleon, OH

Impassioned Wealth Management Ltd

David Smith is a financial advisor at Impassioned Wealth Management Ltd with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Rooted Advisors from 2019 to 2021. Smith has led Impassioned Wealth Management Ltd (formerly Smith Investment Management) since 2006. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm provides portfolio management and modular financial planning focused on long-term retirement goals, utilizing a plan-driven, behaviorally focused investment approach with direct indexing and allocation strategies that incorporate physical bullion and active management of held-away retirement accounts.

Passive / index investing Real estate investing Wealth management Cash flow / budgeting

Jason D

CFP®

Defiance, OH

Demland Wealth LLC

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

General tax planning General retirement planning Christian Faith Based
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Demland Wealth LLC is an independent advisory firm providing investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of strategic asset allocation and tactical adjustments, employing both active and passive investment vehicles to create diversified portfolios tailored to client goals.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Kyler B

Series 65

Defiance, OH

Northfort Financial, LLC

Kyler Baird is a financial advisor with NorthFort Financial, LLC, holding a Series 65 credential and beginning his industry experience in 2024. Prior to joining NorthFort, he worked at several firms including Manz Accounting and Insurance, Briskey Financial Services, LLC, and Oak Partners, Inc. Outside of his advisory role, Baird owns and operates Baird's Local Honey, an agricultural business focused on beekeeping and honey products. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation primarily to individuals and families with non–high-net-worth profiles. The firm manages approximately $108–118 million in assets and employs growth and income strategies using a combination of charting, fundamental, and technical analysis.

Wealth management General tax planning
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Caleb F

Series 63, Series 65

Defiance, OH

Blue Jay Financial Group, LLC

Caleb Frankart is a financial advisor at Blue Jay Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Key Investment Services LLC for five years. Caleb serves on the Synod Endowment Investment Committee of the Reformed Church in the United States, overseeing the church’s endowment fund investments. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts and offers personal tax return preparation and consulting for private businesses, using a mix of fundamental, tactical, technical, thematic, and top-down analysis tailored to client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Jason B

CFP®, Series 66

Defiance, OH

Blue Jay Financial Group, LLC

Jason Bernal is a CFP® professional with 16 years of experience in financial advising. He has worked at Blue Jay Financial Group, LLC since 2018 and previously at Cetera Advisors LLC from 2015 to 2018. Outside of his advisory role, Bernal serves as a Boy Scout Troop Leader for Troop 76 in Defiance, OH. Blue Jay Financial Group offers investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm also provides personal tax return preparation and consulting for private businesses, managing both discretionary and non-discretionary accounts with a focus on tailored investment strategies using mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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