Daniel A. Boeckermann, CPA, PFS

Principal, Personal Finance Specialist

CONTACT
P (952) 844-2500
C (612) 720-0605
F (952) 844-2525
4470 W 78th Street Circle, Suite 200
Bloomington, MN 55435

Areas of Expertise

Daniel A. Boeckermann is a Principal of Boeckermann Grafstrom & Mayer, LLC 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.

PROFESSIONAL EXPERIENCE

Co-Founder
Boeckermann Grafstrom & Mayer, LLC, 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

LICENSING, MEMBERSHIPS AND HONORS

Licensed as a Certified Public Accountant in Minnesota, New York, North Dakota and South Dakota

Received Certified Public Accountant (CPA) license in 1972

Became a Personal Financial Specialist (PFS) in 1987

One of the first twenty-five CPAs in the nation to receive the PFS designation from the American Institute of Certified Public Accountants, and received the third highest score in the nation on the 1987 PFS examination

Passed SEC Series 65 exam in 1996 and became a Registered Investment Advisor

Member, American Institute of Certified Public Accountants

Member, Minnesota Society of Certified Public Accountants

Member, American Institute of Certified Public Accountants Personal Financial Planning Division

Member, American Institute of Certified Public Accountants Management Advisory Services Division

Daniel A. Boeckermann, CPA, PFS

Principal, Personal Finance Specialist

Areas of Expertise

PROFESSIONAL EXPERIENCE

LICENSING, MEMBERSHIPS AND HONORS

EDUCATION