Connor Paul Quesenberry
Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Valmark Advisers, Inc.Jul 2026 to now
- Velekei Giles Financial AdvisorsFeb 2026 to now
- The Vanguard Group, Inc.Jul 2025 to Feb 2026
- Vanguard Marketing CorporationJul 2025 to Feb 2026
- Cupola AcademyJan 2024 to Jul 2025
- West Chester UniversityAug 2023 to May 2024
- Garrett WilliamsonMay 2023 to Aug 2024
- Elwyn Inc.May 2022 to Aug 2022
- West Chester UniveristyJan 2022 to May 2025
- Wawa Inc.Dec 2021 to May 2023
- St. John's CollegeAug 2021 to Dec 2021
- Cabrini UniversityAug 2020 to May 2021
- Wawa Inc.Nov 2019 to Aug 2021
- HomeschooledNov 2018 to Jun 2020
- Modell's Sporting GoodsSep 2018 to Nov 2019
- Penncrest High SchoolSep 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8112192
- Firm CRD
- 108050