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Valerie Marie Kampe

KAUFMAN KAMPE ADVISORS LLC·MERCER ISLAND, Washington
Clean recordKAUFMAN KAMPE ADVISORS LLC
7525 SE 24TH STREET, MERCER ISLAND, WA 98040CRD# 2735701Firm CRD# 144504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Marie Kampe · MERCER ISLAND, WA
Registration
CRD #2735701 · KAUFMAN KAMPE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Valerie Marie Kampe is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with KAUFMAN KAMPE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KAUFMAN KAMPE ADVISORS LLC
KAUFMAN KAMPE ADVISORS
AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KAUFMAN KAMPE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2735701
Firm CRD# 144504
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Valerie Marie Kampe offer?
Valerie Marie Kampe specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.
What are Valerie Marie Kampe's credentials?
Valerie Marie Kampe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Marie Kampe located?
Valerie Marie Kampe is based in MERCER ISLAND, Washington, working with KAUFMAN KAMPE ADVISORS LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
How does Valerie Marie Kampe charge for services?
Valerie Marie Kampe'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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Other Advisors at KAUFMAN KAMPE ADVISORS LLC

Loran Michele Kaufman
MERCER ISLAND, WA

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