Kaufman Kampe Advisors

Kaufman Kampe Advisors (CRD# 144504) is a financial advisory firm headquartered in Mercer Island, WA. They manage $67,540,380 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $388,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Kaufman Kampe Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Valerie M. Kampe
CRD#: 2735701
7525 Se 24th Street, Suite 670, Mercer Island, WA 98040
96
Wealthminder
score

Valerie Kampe (CRD# 2735701) is an Investment Advisor Representative working at Kaufman Kampe Advisors in Mercer Island, WA and has over 20 years of experience in the finance industry.

2
Loran M. Kaufman
CRD#: 1289038
7525 Se 24th Street, Suite 670, Mercer Island, WA 98040
96
Wealthminder
score

Loran Kaufman (CRD# 1289038) is an Investment Advisor Representative working at Kaufman Kampe Advisors in Mercer Island, WA and has over 32 years of experience in the finance industry. Loran Kaufman 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.