Daniel A. Boeckermann, CPA, PFS
Dan was born and raised in Melrose, Minnesota, and graduated from Melrose High School in 1967. He attended Moorhead State University in Moorhead Minnesota where he graduated with a B.A. in Accounting in 1971. He received his Certified Public Accountant license in 1972 from the State of Minnesota. He became a Personal Financial Specialist (PFS) in 1987. He passed his SEC Series 65 exam in 1996 and became a Registered Investment Advisor. He was one of the first 25 CPAs in the nation to receive the PFS designation from the American Institute of Certified Public Accountants, and received the third highest score in the nation on the 1987 PFS Examination.
Dan has extensive experience serving as an individual trustee for many types of trusts and as a personal representative for estates.
Dan worked for a local CPA firm in Moorhead, Minnesota, from 1970 to 1972 when he and three other individuals co-founded Boeckermann, Fiebiger, Swanson & West in Moorhead, Minnesota, in October 1972. In 1980 he moved to Minneapolis to start a new office for the firm. In 1982 he co-founded the firm of Boeckermann Grafstrom & Mayer, P.A., Certified Public Accountants. In 1996, he co-founded BGM Wealth Management, LLC to provide investment advisory services to clients. In 1999, he co-founded BGM Financial Resources, LLC to assist clients with insurance needs. In 2000, Cornerstone Private Asset Trust Company, LLC was started to provide corporate trust services to clients. Boeckermann Grafstrom & Mayer and affiliated companies currently have four owners and in excess of 30 other personnel. Dan is Chairman of the Board and Executive Director of the companies.
Dan served on the Riverside Bank Board of Directors from January 1995 to August 1999 when the bank was sold. During that time he was Chairman of the Audit Committee and the Funds Management Committees. He also served on the Executive Loan Committee. From September 1999 to September 2000, he was a member of the Associated Bank of Minnesota Board of Directors, Executive Loan Committee, Funds Management Committee and Audit Committee.
In November 2001, Dan co-founded Venture Bank where he serves on the Board of Directors and the Executive Loan Committee. He is also Chairman of the Board.
Dan is a member of the American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants, The American Institute of Certified Public Accountants, the American Institute of Certified Public Accountants Personal Financial Planning Division and the American Institute of Certified Public Accountants Management Advisory Services Division. Dan is licensed as a Certified Public Accountant in Minnesota and North Dakota.