Unclaimed Profile

Loran Michele Kaufman

KAUFMAN KAMPE ADVISORS LLC·MERCER ISLAND, Washington

Series 3, Series 5, Series 7, Series 63, Series 65Clean record25 years registeredKAUFMAN KAMPE ADVISORS LLC

7525 SE 24TH STREET, MERCER ISLAND, WA 98040CRD# 1289038Firm CRD# 144504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Loran Michele Kaufman · MERCER ISLAND, WA

Registration

CRD #1289038 · KAUFMAN KAMPE ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KAUFMAN KAMPE ADVISORS LLC

PURE FINANCIAL ADVISORS, LLC

Jan 2022 – Jan 2023

Mercer Island, WA

KAUFMAN KAMPE ADVISORS

Aug 2007 – Jan 2022

MERCER ISLAND, WA

LAIRD NORTON TYEE ASSET STRATEGIES, LLC

Jun 2004 – Mar 2007

SEATTLE, WA

NORTHWESTERN MUTUAL TRUST COMPANY

Aug 2001 – Nov 2002

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · August 15, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KAUFMAN KAMPE ADVISORS LLC

CRD 144504 · SEC 801-112377

AUM

$155M

Regulatory assets under management

Employees

325 client accounts

Services offered by KAUFMAN KAMPE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KAUFMAN KAMPE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Loran Michele Kaufman offer?

Loran Michele Kaufman specializes in Financial Planning, Investment Management.

What are Loran Michele Kaufman's credentials?

Loran Michele Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Loran Michele Kaufman located?

Loran Michele Kaufman is based in MERCER ISLAND, Washington, last registered with KAUFMAN KAMPE ADVISORS LLC.

How does Loran Michele Kaufman charge for services?

Loran Michele Kaufman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KAUFMAN KAMPE ADVISORS LLC?

KAUFMAN KAMPE ADVISORS LLC has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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