William Krempa, financial advisor Fountainville PA

William Krempa

CRD Number: 2080672
Current Firm: Krempa Associates Inc.

William Krempa (CRD# 2080672) is an Investment Advisor Representative working at Krempa Associates Inc. in Fountainville, PA and has over 33 years of experience in the finance industry. William Krempa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Investment Center, Inc. Fountainville, PA Sep 2006 - Current 17
Ic Advisory Services, Inc. Fountainville, PA Sep 2006 - Current 17
Krempa Associates, Inc. Fountainville, PA Jan 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Dec 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William T. Krempa
Phone Number: 215-345-5020
Firm Website: https://www.krempa.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $1,500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA

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