# Daniel Boeckermann

> Daniel Boeckermann is a fee-only financial advisor at BGM in Bloomington, Minnesota. Daniel focuses on estate & legacy planning and small business owners. BGM reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-boeckermann/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BGM
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $517.5M across 889 accounts
- **Specialties:** Estate & legacy planning, Small business owners
- **Works with:** Executives
- **CRD:** 2803677 (https://adviserinfo.sec.gov/individual/summary/2803677)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (1996)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://bgm360.com/

## Frequently asked questions

### Is Daniel Boeckermann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and BGM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, BGM, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Boeckermann based?

Daniel Boeckermann is based in Bloomington, Minnesota.

### What does Daniel specialize in?

Daniel's specialties include estate & legacy planning and small business owners. Daniel works with executives.

### Is Daniel Boeckermann registered with the SEC?

Yes. Daniel Boeckermann is registered as an investment adviser representative in TX (CRD 2803677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BGM manage?

BGM reports $517.5M across 889 accounts in assets under management.

### How do I contact Daniel Boeckermann?

Through Daniel's website, bgm360.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2803677): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bgm360.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.