Connor Koberlein
Pacesetter Financial Group · Lincoln, Illinois
Connor Koberlein is a fee-only financial advisor at Pacesetter Financial Group in Lincoln, Illinois. Connor charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Pacesetter Financial Group |
|---|---|
| Based in | Lincoln, Illinois |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $170.5M across 766 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8314067 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | pacesetterfinancial.com |
How Connor's firm compares
- Pacesetter Financial Group's average account is about $223,000, from its Form ADV (assets managed divided by 766 accounts).
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Questions about Connor
Is Connor Koberlein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Pacesetter Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor charges a percentage of assets.
How much does Connor charge?
According to Pacesetter Financial Group's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Connor work with clients virtually?
Yes. Pacesetter Financial Group says on its website that it works with clients remotely.
Where is Connor Koberlein based?
Connor Koberlein is based in Lincoln, Illinois.
Is Connor Koberlein registered with the SEC?
Yes. Connor Koberlein is registered as an investment adviser representative in IL (CRD 8314067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacesetter Financial Group manage?
Pacesetter Financial Group reports $170.5M across 766 accounts in assets under management.
How do I contact Connor Koberlein?
Through Connor's website, pacesetterfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacesetter Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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