Daniel A. Boeckermann, CPA, PFS
Principal, Personal Finance Specialist
CONTACT
P (952) 844-2500
C (612) 720-0605
F (952) 844-2525
7900 International Drive, Suite 800
Bloomington, MN 55425
CONTACT
P (952) 844-2500
C (612) 720-0605
F (952) 844-2525
7900 International Drive, Suite 800
Bloomington, MN 55425
Daniel A. Boeckermann is a Principal of Boeckermann Grafstrom & Mayer and a Personal Financial Specialist. Dan has extensive experience working with family-owned and closely-held businesses. He provides a wide range of services, including auditing; income tax planning and compliance; estate tax planning; financial, business and succession planning; internal control reviews; forensic auditing; management restructuring; and other management advisory services.
Dan has a diverse range of industry experience, including restaurants, lodging and hospitality companies; contractors and construction; manufacturers, distributors and wholesalers; manufacturers’ representatives; printing companies; real estate developers and partnerships; machine shops; investors and investment companies; ranching and farming; and service companies, including architects, attorneys, advertising companies, physicians, and advisory companies.
Co-Founder
Boeckermann Grafstrom & Mayer, Certified Public Accountants
Bloomington, Minnesota
1982 – Present
Co-Founder and Managing Partner
Boeckermann, Fiebiger, Swanson & West, Certified Public Accountants
Moorhead, Minnesota and Minneapolis, Minnesota
1972 – 1982
Accountant
Graham J. Goesen, Ltd, Certified Public Accountants
Moorhead, Minnesota
1970 – 1972
Other Professional Experience
BGM Wealth Partners, LLC
Co-Founder and Principal
Bloomington, Minnesota
1996 – Present
BGM Holdings, LLC
Co-Founder and Principal
Bloomington, Minnesota
1999 – Present
Cornerstone Private Asset Trust Company, LLC
Co-Founder and Chairman of the Board of Directors
Sioux Falls, South Dakota
2002 – Present
Riverside Bank
Member of the Board of Directors
Chairman of the Audit Committee and the Funds Management Committee
Served on the Executive Loan Committee
Minneapolis, Minnesota
1995 – 1999
Associated Bank of Minnesota
Member of the Board of Directors
Member of the Executive Loan Committee, Funds Management Committee and Audit Committee
Minneapolis, Minnesota
1999 – 2000
Venture Bank
Co-Founder and Chairman of the Board of Directors
Chairman of the Audit Committee and Member of the Executive Loan Committee
Bloomington, Minnesota
2001 – Present