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Anthony Pilmaier

PACIFIC SELECT DISTRIBUTORS
OMAHA, NE
·CRD# 6419058·11 years experience

Professional Summary

Anthony Pilmaier, who also goes by Anthony J Pilmaier, Anthony Joseph Pilmaier, Tony Pilmaier, is a registered financial advisor currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Omaha, Nebraska. Anthony is registered as a RR (Registered Representative) and started their career in finance in 2014. Anthony has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anthony J Pilmaier, Anthony Joseph Pilmaier, Tony Pilmaier

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

PACIFIC SELECT DISTRIBUTORS, LLC·CRD# 4452
BD
6750 Mercy Road, Omaha, NE 68106
December 9, 2025 - Present
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Omaha, NE
March 20, 2025 - June 2, 2025
CABOT LODGE SECURITIES LLC·CRD# 159712
BD
Omaha, NE
October 2, 2024 - November 1, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Omaha, NE
August 1, 2024 - October 2, 2024
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Omaha, NE
January 23, 2023 - February 23, 2024
TD AMERITRADE, INC.·CRD# 7870
BD
Omaha, NE
December 17, 2014 - December 31, 2023

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Current Firm

PS
PACIFIC SELECT DISTRIBUTORS, LLC

PACIFIC EQUITY SALES COMPANY | PACIFIC SELECT DISTRIBUTORS, LLC | PACIFIC SELECT DISTRIBUTORS, INC. | PACIFIC SECURITIES | PACIFIC MUTUAL DISTRIBUTORS, INC. | PACIFIC MUTUAL DISTRIBURTORS, INC.

CRD#: 4452 / SEC#: 8-15264
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Mailing Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Phone Number

(949) 219-6579

Established

Delaware since 01/01/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PACIFIC LIFE INSURANCE COMPANYPARENT OF APPLICANT—
DARE, BARBARA ALYCEVICE PRESIDENT5074108
KISSEL, GEOFFREY PCHIEF EXECUTIVE OFFICER7499710
LA ROQUE, SUZANNE MARIEASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER4222767
SMITH, TREVOR TIMOTHYVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER4844953
YAMAUCHI, STARLA CHINVICE PRESIDENT, CORPORATE SECRETARY7721024

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Nebraska
(12/9/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2014About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2017About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Anthony Pilmaier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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