RIA Intelligence

PEAK FINANCIAL CONSULTING, INC.

CRD #291860 SEC #801-132854 BLOOMINGTON, MN 952-303-8200
SEC Registered
Total AUM
$110.2M
Discretionary
$110.2M
Employees
2
Clients
101
Accounts
716

Firm Details

Organization Type
Corporation
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 2, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DROEGEMUELLER, DONALD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DROEGEMUELLER, DONALD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 2, 2025 REGISTERED

Notice Filings (4)

CA CO MN TX

Address

1650 WEST 82ND STREET
SUITE 870
BLOOMINGTON, MN 55431
United States
Phone: 952-303-8200