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Daniel Alphonse Boeckermann

Bgm Wealth Management

Bloomington, MN

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Current Employers
Bgm Wealth Management

7900 International Drive Suite 800, Bloomington, MN 55425 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
MN RA APP_PEND_IARCE 2026-01-01
WI RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 1998-03-17
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 1998-03-17

Branch Locations

7900 International Drive Suite 800, Bloomington, MN 55425 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Private Asset Trust Company, Llc Sioux Falls SD 01/2002 Present
Venture Bank Bloomington MN 01/2002 09/2018
Boeckermann, Grafstrom & Mayer Bloomington MN 04/1982 Present
Bgm Trunorth Wealth Partners, Llc Bloomington MN 12/2013 10/2016
Entrebank Bloomington MN 03/2021 Present
Bgm Wealth Partners Bloomington MN 10/2016 Present
  • 01/2002 → Present
    Cornerstone Private Asset Trust Company, Llc
    Sioux Falls, SD
  • 01/2002 → 09/2018
    Venture Bank
    Bloomington, MN
  • 04/1982 → Present
    Boeckermann, Grafstrom & Mayer
    Bloomington, MN
  • 12/2013 → 10/2016
    Bgm Trunorth Wealth Partners, Llc
    Bloomington, MN
  • 03/2021 → Present
    Entrebank
    Bloomington, MN
  • 10/2016 → Present
    Bgm Wealth Partners
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-29
  • S65 Uniform Investment Adviser Law Examination
    1996-08-29
Other Names
  • Dan Boeckermann
  • Daniel Boeckermann

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

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