Kathleen Verkamp
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Rogers, AR 72758
Credentials
Series 63, Series 66
Industry experience
7 years
Kathleen Verkamp is a Financial Advisor at Merrill Lynch Wealth Management. She provides investment advice and financial solutions tailored to meet the unique needs and lifestyles of her clients. Her services include guidance on mutual funds, annuities, and insurance to support clients' long-term financial goals such as home ownership, college savings, and retirement.
Kathleen began her career in financial services as a short-term bond trader for a national broker-dealer. She later served as director of strategy and new business development for several startups before taking time to focus on raising her three children. She holds a bachelor's degree in English with a minor in business administration from Xavier University in Cincinnati, Ohio, and has earned the Personal Investment Advisor (PIA) designation.
In addition to her professional work, Kathleen is involved in community activities and supports organizations such as Blood Cancer United of NWA. Her personal interests include golfing, photography, reading, spending time with her family, swimming, traveling, watching movies, writing, and practicing yoga.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
5001 W Founders Way
Rogers, AR 72758
Arkansas · Texas
Bank of America, N.A.
2026 - Present (1 year)
Merrill
2025 - Present (1 year)
Arvest Wealth Management
2023 - 2025 (2 years)
Arvest Wealth Management
2022 - 2023 (1 year)
Arvest Wealth Management
2022 - 2022 (1 year)
Arvest Bank
2022 - 2022 (1 year)
Arvest Bank
2021 - 2022 (1 year)
Arvest Wealth Management
2021 - 2022 (1 year)
Homemaker
2020 - 2021 (1 year)
LenCred
2018 - 2020 (2 years)
Homemaker
2018 - 2018 (1 year)
Venture Fuel, Inc
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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