DB
DB

Daniel Boeckermann

28 Years of Experience

Daniel Boeckermann is a registered investment advisor at Bgm Wealth Management, based in Bloomington, MN, with 28 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 213 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$517.5M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

7900 International Drive, Suite 800, Bloomington, MN, 55425

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Bgm Wealth Management
March 1998 - Present · 28 yrs 1 mo
State Registrations4 states
CAMNTXWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Boeckermann - Financial Advisor | TrueAdvisor