Peak Financial Consulting, Inc.
● SEC registered since 2025CRD 291860SEC# 801-132854Bloomington, MN
Reg. AUM
$132.3M
Employees
2
Accounts
371
Location
Bloomington, MN
About Peak Financial Consulting
Peak Financial Consulting provides financial advisory services spanning retirement, estate, investment, insurance, tax, and lifestyle planning. It uses a personalized process informed by deep financial knowledge and broad life experience aimed at each client's ideal future.
Summary based on the firm’s website.
Peak Financial Consulting, Inc. assets under management
Peak Financial Consulting, Inc. is an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2025. It reports $132.3 million in regulatory assets under management and employs 2 people.
Peak Financial Consulting, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Walter Droegemueller Control | President/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Peak Financial Consulting, Inc. manage?
Peak Financial Consulting, Inc. reports $132.3 million in regulatory assets under management on its Form ADV.
How many employees does Peak Financial Consulting, Inc. have?
Peak Financial Consulting, Inc. reports 2 employees.
Where is Peak Financial Consulting, Inc. located?
Peak Financial Consulting, Inc. is based in Bloomington, MN and has been SEC-registered since 2025.
Does Peak Financial Consulting, Inc. disclose fund performance?
Peak Financial Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1650 West 82nd Street, Suite 870, Bloomington, MN 55431 |
| Phone | 952-303-8200 |
| Fax | 952-303-8209 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.3M▲ 20%
Apr '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$132.3Mregulatory AUM
Discretionary $132.3M