Daniel Pilmaier (CRD# 5150940) is an Investment Advisor Representative working at Bok Financial Advisors in Omaha, NE and has over 17 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bok Financial Securities, Inc. | Omaha, NE | Aug 2022 - Current | 1 |
| Bokf, Na | Omaha, NE | Aug 2022 - Current | 1 |
| Bank Of The West | Omaha, NE | Aug 2021 - Jul 2022 | < 1 |
| Bancwest Investment Services, Inc. | Omaha, NE | Aug 2021 - Jul 2022 | < 1 |
| Dough LLC | Chicago, IL | Feb 2021 - Aug 2021 | < 1 |
| Pyrenees Compliance LLC | Chicago, IL | Jan 2021 - Feb 2021 | < 1 |
| Td Ameritrade | Bellevue, NE | Oct 2006 - Jan 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- NE
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Total Assets Under Management738MILLIONS
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Total Number of Accounts3,101ACCOUNTS
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Average Account Value$237,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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