Donald Droegemueller, financial advisor Bloomington MN

Donald Droegemueller

CRD Number: 5420529
Current Firm: Peak Financial Consulting, Inc.

Donald Droegemueller (CRD# 5420529) is an Investment Advisor Representative working at Peak Financial Consulting, Inc. in Bloomington, MN and has over 15 years of experience in the finance industry. Donald Droegemueller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Peak Financial Consulting, Inc. Bloomington, MN Jun 2019 - Current 4
Mutual Securities Inc. Camarillo, CA May 2018 - Current 5
Peak Financial Consulting, Inc. Bloomington, MN Mar 2018 - Current 5
Lpl Financial, LLC Bloomington, MN Feb 2016 - Apr 2018 2
Lpl Financial, LLC Bloomington, MN Aug 2008 - Apr 2018 9
Lpl Insurance Associates Bloomington, MN Dec 2007 - Apr 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Donald W. Droegemueller
Phone Number: 952-303-8200
Registered State(s):
  • CA
  • CO
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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