Connor William Kellermyer

Current Employers

Employment History

• 08/2016 → 05/2021
  Montana State University
  Bozeman, MT
• 06/2017 → 08/2017
  Glacier Homemade Ice Cream & Gelato
  Boulder, CO
• 05/2018 → 05/2021
  Montana Party Rentals
  Bozeman, MT
• 08/2020 → 05/2021
  Montana State University
  Bozeman, MT
• 05/2020 → 07/2020
  Riverside Country Club
  Bozeman, MT
• 10/2020 → 05/2021
  Rocking R Bar
  Bozeman, MT
• 05/2021 → 03/2023
  Wealthvest
  Bozeman, MT
• 09/2022 → 03/2023
  The Leaders Group Inc
  Littleton, CO
• 03/2023 → 12/2025
  Pacer Financial, Inc.
  Malvern, PA
• 01/2026 → Present
  Osaic
  Bozeman, MT

Other Businesses

1. KELLERMYER WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2026 ADDRESS: 3165 Summer View Lane, Bozeman MT 59715, United States DESCRIPTION: This is my LLC. It will be used to collect payment from FieldView Financial, LLC, our DBA. Money will be paid here and then disbursed to me. This will be a disregarded entity. 2. FIELDVIEW FINANCIAL, LLC POSITION: Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2026 ADDRESS: 3165 Summer View Lane, Bozeman MT 59715, United States DESCRIPTION: Life and Health/Disability licenses. Life, annuity, and other insurance product sales. 3. BIG SKY ALUMNI ASSOCIATION POSITION: President NATURE: Entity Type: Domestic Non-Profit Corporation Entity Subtype : Mutual Benefit Corporation with members INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2021 ADDRESS: 401 N 31st Street, Suite 1650, Billings MT 59101, United States DESCRIPTION: I am the president of the Montana State University Alumni Association for the Pi Kappa Alpha Fraternity. There are 6 board members, a secretary, a treasurer, and a president. All are elected positions. We meet quarterly. We work on setting up events, such as get togethers for Montana State football games, and Homecoming events that run concurrent to Montana State's Homecoming weekend every fall. We also support the undergraduate chapter at Montana State through mentoring and some financial support to attend our National Fraternity's leadership conferences. We send out email and hard copy mailer updates ~6 times per year. These include updates on alumni, the undergraduates, and holiday greetings. The board meetings consist of a discussion of events and planning of those events, and our financial situation. We have a voluntary dues structure which is where our operating budget comes from. We have about 50 members who donate $10/month to our organization to be able to fund our events. The money is collected via PayPal and deposited directly into our savings account. We also have a checking account. Any disbursements are voted upon, and our Treasurer handles the funds. I do not handle any of the money. It comes in through PayPal. Our treasurer has the authority to accept checks at his address made payable to our organization, but this is also theoretical as it hasn't happened in my 4+ years as president. If you go to our website, you can see the "200 for 10" program and where we collect the money. There are no investment accounts associated with this organization. 4. FIELDVIEW WEALTH MANAGEMENT POSITION: Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2026 ADDRESS: 3165 Summer View Lane, Bozeman MT 59715, United States DESCRIPTION: Life and Health/Disability licenses. Life, annuity, and other insurance product sales. 5. FIELDVIEW WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 3165 Summer View Lane, Bozeman MT 59715, United States DESCRIPTION: Financial advising and portfolio management. 6. FIELDVIEW FINANCIAL, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 3165 Summer View Lane, Bozeman MT 59715, United States DESCRIPTION: Financial advising and portfolio management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-31
• S63 Uniform Securities Agent State Law Examination
  2023-01-11