Daniel Boeckermann has been an investment adviser representative at BGM Wealth Partners since March 1998, and is not listed among the firm’s executive officers or direct owners.
BGM Wealth Partners, LLC is a Bloomington, MN firm with $517M under management, 213 clients and 5 advisers in one office, as of its January 2026 filing.
- BGM Wealth ManagementCurrent– present · 28 yearsBloomington, MN · Adviser representative · Firm CRD 110483
Investment adviser representative registrations
Daniel Boeckermann is registered as an investment adviser representative in Texas, as a resident of Texas, since March 1998.
- TexasResidentSince 17 March 1998
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Alphonse Boeckermann
- CRD
- 2803677
- Firm
- BGM Wealth Partners · CRD 110483
- Office
- 7900 INTERNATIONAL DRIVE, SUITE 800, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- March 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Boeckermann work?
Daniel Boeckermann is an investment adviser representative registered through BGM Wealth Partners, LLC since March 1998, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Boeckermann a financial advisor?
Yes. Daniel Boeckermann has a current investment-adviser registration in Texas, through BGM Wealth Partners since March 1998.
How many years of experience does Daniel Boeckermann have?
Daniel Boeckermann has 28 years in the financial industry, since March 1998, across 1 adviser firm.
What exams has Daniel Boeckermann passed?
Daniel Boeckermann passed the Series 65 in August 1996.
Where is Daniel Boeckermann based?
Daniel Boeckermann’s registered office is in Bloomington, MN.
Is Daniel Boeckermann registered with FINRA?
No. Daniel Boeckermann has no current broker registration.
How can I verify Daniel Boeckermann’s record?
Search CRD 2803677 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Boeckermann’s full registration record.
