AdvisorOS Directory
Claim Profile
Unclaimed Profile
DB

Daniel Alphonse Boeckermann

BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC·BLOOMINGTON, Minnesota
Series 65Clean record28 years registeredBOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC
4470 W. 78TH ST. CIRCLE, BLOOMINGTON, MN 55435CRD# 2803677Firm CRD# 110483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Alphonse Boeckermann · BLOOMINGTON, MN
Registration
CRD #2803677 · BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

BGM WEALTH MANAGEMENT
Mar 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 17, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BGM WEALTH PARTNERS, LLC
CRD 110483 · SEC 801-53285
AUM
$487M
Regulatory assets under management
Employees
8
775 client accounts
Services offered by BGM WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BGM WEALTH PARTNERS, LLC →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BLOOMINGTON?

Browse all registered financial advisors in BLOOMINGTON, Minnesota or claim this profile if it's yours.

Browse BLOOMINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Alphonse Boeckermann offer?
Daniel Alphonse Boeckermann specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Daniel Alphonse Boeckermann's credentials?
Daniel Alphonse Boeckermann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Alphonse Boeckermann located?
Daniel Alphonse Boeckermann is based in BLOOMINGTON, Minnesota, working with BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Daniel Alphonse Boeckermann charge for services?
Daniel Alphonse Boeckermann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC?
BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $487M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC

Jon Thomas Meyer
BLOOMINGTON, MN
Katherine Anne Frazier
BLOOMINGTON, MN
CFP

More Advisors in BLOOMINGTON, Minnesota

David H Hinnenkamp
BERGANKDV WEALTH MANAGEMENT, LLC·BLOOMINGTON, MN
Matthew Alexander Cosgriff
BERGANKDV WEALTH MANAGEMENT, LLC·BLOOMINGTON, MN
Jerome Terry Webb
WEBB FINANCIAL GROUP, LLC·BLOOMINGTON, MN
Eric John Remjeske
DEVENIR INVESTMENT ADVISORS, LLC·BLOOMINGTON, MN
Gary Scott Webb
WEBB ADVISORS INCORPORATED·BLOOMINGTON, MN
Tyler Jon Engbrecht
GTS FINANCIAL, LLC·BLOOMINGTON, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)PLYMOUTH (69)MINNETONKA (69)ST PAUL (34)EDEN PRAIRIE (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)MAPLE GROVE (19)
City Guides
MINNEAPOLIS GuideEDINA GuidePLYMOUTH GuideMINNETONKA GuideST PAUL Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile