Daniel Boeckermann

Daniel Boeckermann is a highly experienced financial professional with a long and successful career in accounting, auditing, tax, and consulting services. He is a Principal, Certified Public Accountant (CPA), and Personal Financial Specialist at BGM (Boeckermann Grafstrom & Mayer).2

Career Highlights

Co-founder and Leadership Roles:: Daniel co-founded Boeckermann Grafstrom & Mayer, where he has worked closely with family-owned and closely held businesses. He also co-founded several other financial institutions, including:

• Cornerstone Private Asset Trust Company
• Venture Bank
• Boeckermann, Grafstrom & Mayer Wealth Management1

Board Positions:: Throughout his career, Daniel has served on the boards of various financial institutions:

• Board of Directors at Associated Bank of Minnesota
• Board of Directors at Riverside Bank1

Expertise and Specializations

Daniel has extensive experience working with various industries, including:

• Construction and contractors
• Real estate developers
• Wholesalers
• Manufacturing representatives
• Service industries

He is also known for serving as an individual trustee for various trusts and as a personal representative for estates.

Qualifications and Certifications

• Certified Public Accountant (CPA) in Minnesota, New York, North Dakota, and South Dakota (obtained in 1972)
• Personal Financial Specialist (obtained in 1987)
• Registered Investment Advisor (obtained in 1996)12

Education

Daniel graduated from Minnesota State University, Moorhead, with a B.A. in Accounting in 1971.1

Daniel Boeckermann is renowned for his entrepreneurial skills, proactive attitude, and innovative solutions to his clients' financial problems. His extensive experience and diverse skill set have made him a valuable asset in the financial industry since the beginning of his career in 1970.1