Samuel Velblum

Associate Wealth Manager @ Nadler Financial Group | Financial Planning & Investment Advisory Focused

Role
Associate Wealth Manager at Nadler Financial Group
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Samuel Velblum

Samuel Velblum is an Associate Wealth Manager at Nadler Financial Group, joining the firm at the end of 2024. His passion for investments and wealth management began early—at just 15, he placed second in the national Investopedia trading competition, earning recognition as a top young trader. That same year, he won his high school’s trading tournament, which led to a scholarship to DePaul University, where he earned a Bachelor’s degree in Finance in 2023.

Experience

  1. Associate Wealth Manager

    Nadler Financial Group

    Nov 2024 — Present · Chicago, IL, US

    Nadler Financial Group provides investment advisory and wealth management services to high net worth individuals and corporate sponsored retirement plans. Independent and fee-based, we are free to design portfolios and choose investments that are in the best interests of our clients. Our mission is the same as yours: to grow the value of your portfolio while managing risks over the long-term.

Education

  • DePaul Driehaus College of Business

    Bachelors degree

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Samuel Velblum — Associate Wealth Manager at Nadler Financial Group in Chicago, IL, US | Unifers