Connor James Koberlein
Investment adviser representative at Pacesetter Financial Group, L.L.C.
10 yearsExperience
1 stateRegistered in
$170.5MFirm assets
2 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.
- J.M. Abbott & AssociatesDec 2025 to now
- Pacesetter Financial Group, L.L.C.Dec 2025 to now
- Culver'sAug 2020 to Nov 2025
- MinorJun 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pacesetter Financial Group, L.L.C.
$170.5MAssets managed
371Clients
4Advisers
2 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
- 8314067
- Firm CRD
- 123287