Peak Financial Consulting, Inc.
Peak Financial Consulting, Inc. (CRD# 291860) is a financial advisory firm headquartered in Bloomington, MN. They manage $80,623,006 in 661 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management81MILLION
-
Total Number of Accounts661ACCOUNTS
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Average Account Value$121,971
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, MN, TX
Financial Advisors at Peak Financial Consulting, Inc.
1
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.
2
Ford Droegemueller (CRD# 2117678) is an Investment Advisor Representative working at Peak Financial Consulting, Inc. in Bloomington, MN and has over 33 years of experience in the finance industry.
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