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Peak Financial Consulting, Inc.

● SEC registered since 2025CRD 291860SEC# 801-132854Bloomington, MN
Export (members)
Reg. AUM
$110.2M
Employees
2
Accounts
716
Location
Bloomington, MN

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 $110.2 million in regulatory assets under management and employs 2 people.
www.peakfinancialconsulting.comView on SEC.gov ↗

Peak Financial Consulting, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Donald Walter Droegemueller ControlPresident/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Peak Financial Consulting, Inc. manage?

Peak Financial Consulting, Inc. reports $110.2 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

Address1650 West 82nd Street, Suite 870, Bloomington, MN 55431
Phone952-303-8200
Fax952-303-8209
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.2M
Non-discretionary$0
Total (RAUM)$110.2M