Daniel Alphonse Boeckermann
Investment adviser representative at Bgm Wealth Management
44 yearsExperience
4 statesRegistered in
$517.5MFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
44 years in the industry.
- EntrebankMar 2021 to now
- Bgm Wealth PartnersOct 2016 to now
- Cornerstone Private Asset Trust Company, LLCJan 2002 to now
- Bgm Wealth ManagementMar 1998 to now
- Boeckermann, Grafstrom & MayerApr 1982 to now
- Venture BankJan 2002 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 4 states (CA, MN, TX, WI).
Bgm Wealth Management
Legal name: Bgm Wealth Partners, LLC
$517.5MAssets managed
213Clients
7Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2803677
- Firm CRD
- 110483