Kenneth Stuart Velu
Advisor at Merrill — Northbrook, IL Skokie Blvd
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.
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.
Credentials
Series 66
Experience Industry experience
2 years
Location
Northbrook, IL 60062
Merrill
Institution
Kenneth Velu is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop tailored financial strategies that align with their short-, mid-, and long-term goals. His role involves serving as a resource for a range of financial needs, including investing, retirement planning, and unexpected savings, while also facilitating access to specialists in banking, credit, home financing, and small business solutions.
With expertise as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Kenneth collaborates one-on-one with clients to define their objectives and craft portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts financial plans as clients' situations evolve. Kenneth holds a Bachelor's degree from the University of Iowa.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Northbrook, IL Skokie Blvd
1033 Skokie Blvd
Northbrook IL 60062
Advisors at this office
96
Illinois · Texas
2 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Northbrook, IL
Merrill
2024 - Present • 2 years
Northbrook, IL
Equitable Advisors LLC
2023 - 2024 • 1 year
New York, NY
Lifestyle Marketing Inc
2022 - 2023 • 1 year
Milwaukee, WI
University of Iowa Housing and Dining
2021 - 2022 • 1 year
Iowa City, IA
Buffalo Grove Park District
2021 - Present • 5 years
Buffalo Grove, IL
Royal Melbourne Country Club
2020 - 2020 • 1 year
Long Grove, IL
University of Iowa Recreation Services
2019 - 2022 • 3 years
Iowa City, IA
University of Iowa
2018 - 2022 • 4 years
Iowa City, IA
Buffalo Grove High School
2014 - 2018 • 4 years
Buffalo Grove, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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