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Connor Paul Quesenberry

Investment Adviser Representative at Valmark Advisers, Inc.

Wyomissing, PACRD #8112192Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Connor Paul Quesenberry is an investment adviser representative with Valmark Advisers, Inc. in Wyomissing, PA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Office

955 Penn Avenue
Wyomissing, PA 19610

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
1 state or territory

Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/7/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 9/25/2025
Series 7
General Securities Representative Examination
Passed 9/8/2025
SIE
Securities Industry Essentials Examination
Passed 7/18/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valmark Advisers, Inc.Current
7/8/2026 – Wyomissing, PA
Vanguard Marketing Corporation
9/8/2025 – 2/20/2026Malvern, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Vanguard Group, Inc.
    Jul 2025 – Feb 2026Malvern, PA
  2. Penncrest High School
    Sep 2016 – Nov 2018Media, PA
  3. Homeschooled
    Nov 2018 – Jun 2020Media, PA
  4. Modell's Sporting Goods
    Sep 2018 – Nov 2019Media, PA
  5. Wawa Inc.
    Nov 2019 – Aug 2021Glen Mills, PA
  6. Wawa Inc.
    Dec 2021 – May 2023Glen Mills, PA
  7. Garrett Williamson
    May 2023 – Aug 2024Newtown Square, PA
  8. Elwyn Inc.
    May 2022 – Aug 2022Elwyn, PA
  9. Cupola Academy
    Jan 2024 – Jul 2025Malvern, PA
  10. Cabrini University
    Aug 2020 – May 2021Radnor, PA
  11. St. John's College
    Aug 2021 – Dec 2021Annapolis, MD
  12. West Chester Univeristy
    Jan 2022 – May 2025West Chester, PA
  13. West Chester University
    Aug 2023 – May 2024West Chester, PA
  14. Vanguard Marketing Corporation
    Jul 2025 – Feb 2026Malvern, PA
  15. Velekei Giles Financial Advisors
    Feb 2026 – no end date reportedWyomissing, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Valmark Advisers, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$50,000 (waivable)
Firm's annual rate schedule by assets
  • Less than $1,000,0001.95%
  • $1,000,001 to $2,000,0001.75%
  • $2,000,001 and above1.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
291
Offices listed on AdvisorFinder:
26
Main office:
Akron, OH
SEC file number:
801-55564

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 1, 2026

View full firm profile

Other advisors at Valmark Advisers, Inc.

Showing 12 of 291 in the directory

View Valmark Advisers, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connor Paul Quesenberry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Connor Paul Quesenberry (Valmark Advisers) - Advisor Profile