Daniel Boeckermann
BGM · Bloomington, Minnesota
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.
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Specialties
Who they serve
- Executives
Facts
| Firm | BGM |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $517.5M across 889 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2803677 |
| Exams passed | Series 65 (1996) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | bgm360.com |
| Profile |
How Daniel's firm compares
- BGM's average account is about $582,000, from its Form ADV (assets managed divided by 889 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- BGM website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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