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Valerie Marie Kampe

Pure Financial Advisors, LLC

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About Valerie Marie Kampe

Valerie Kampe is an investment advisor representative at Pure Financial Advisors, LLC, a firm registered with the SEC. Valerie has been in the industry since 2006. Valerie currently holds a Series 7 and Series 65 license. Valerie is based in Mercer Island, Washington. Valerie specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Valerie Kampe is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Valerie Kampe’s Registration & Firm History

CA

01/10/2022 - Present

Pure Financial Advisors, LLC (SAN DIEGO CA)

CO

01/23/2006 - 03/10/2006

ALPS DISTRIBUTORS, INC. (DENVER CO)

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Licenses & Designations

IA

Issued 04/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Valerie Marie Kampe.
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