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Valerie Marie Kampe

KAUFMAN KAMPE ADVISORS LLC·MERCER ISLAND, Washington
Series 7, Series 65Clean record18 years registeredKAUFMAN 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

PURE FINANCIAL ADVISORS, LLC
Jan 2022 – present
KAUFMAN KAMPE ADVISORS
Aug 2007 – Jan 2022
MERCER ISLAND, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · August 20, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KAUFMAN KAMPE ADVISORS LLC
CRD 144504 · SEC 801-112377
AUM
$155M
Regulatory assets under management
Employees
2
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 →
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05

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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