Daniel Michael Pilmaier
Investment adviser representative at Bok Financial Advisors
20 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Bok Financial Securities, Inc.Aug 2022 to now
- BOKF, NAAug 2022 to now
- Bancwest Investment Services, IncAug 2021 to Jul 2022
- Bank of the WestAug 2021 to Jul 2022
- Dough LLCFeb 2021 to Aug 2021
- Pyrenees Compliance LLCJan 2021 to Feb 2021
- TD AmeritradeOct 2006 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NE).
Bok Financial Advisors
Legal name: Bok Financial Securities, Inc.
$1.1BAssets managed
3,334Clients
123Advisers
29 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
- 5150940
- Firm CRD
- 17530