Daniel A. Boeckermann, CPA
Principal, Personal Finance Specialist
Daniel A. Boeckermann, CPA
Principal, Personal Finance Specialist
Daniel A. Boeckermann is a Principal of BGM and a Personal Financial Specialist. Dan has extensive experience working with family-owned and closely-held businesses. He provides a wide range of services, including auditing; income tax planning and compliance; estate tax planning; financial, business and succession planning; internal control reviews; forensic auditing; management restructuring; and other management advisory services.
Dan has a diverse range of industry experience, including restaurants, lodging and hospitality companies; contractors and construction; manufacturers, distributors and wholesalers; manufacturers’ representatives; printing companies; real estate developers and partnerships; machine shops; investors and investment companies; ranching and farming; and service companies, including architects, attorneys, advertising companies, physicians, and advisory companies.
Areas of Expertise
Education, Credentials, & Honors
- Licensed as a Certified Public Accountant in Minnesota, New York, North Dakota and South Dakota
- Certified Public Accountant (CPA) in Minnesota
- Became a Personal Financial Specialist (PFS) in 1987
- Passed SEC Series 65 exam in 1996 and became a Registered Investment Advisor
- One of the first twenty-five 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
- Bachelor of Arts in Accounting, Moorhead State University
Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Minnesota Society of Certified Public Accountants
- Member, American Institute of Certified Public Accountants Personal Financial Planning Division
- Member, American Institute of Certified Public Accountants Management Advisory Services Division
