Peak Financial Consulting, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Peak Financial Consulting, Inc. provides discretionary asset management and tiered financial planning services to individual and high‑net‑worth clients. The firm manages roughly $132 million across its client base of about 371 accounts and offers ongoing portfolio management alongside structured financial planning engagements.
Investment strategies are tailored to each client’s stated objectives, time horizon and risk tolerance, and may incorporate fundamental, technical, charting and cyclical analysis as well as long‑term holdings, trading and option strategies. Financial planning is offered in three levels (simple, moderate and complex) with optional annual reviews and typical plan delivery within 180 days; clients may impose written investment restrictions.
Uncommonly for comparable firms, Peak regularly holds public educational seminars and workshops at no charge, providing general investment education without individualized tax or investment advice. The firm’s advisors are also affiliated with a broker‑dealer and are licensed insurance agents—spending roughly 10% of their time as registered representatives and under 5% as insurance agents—which the firm discloses as a potential conflict of interest and addresses through its policies and disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 0.95% annually $2,000,001 - $3,500,000: 0.85% annually $3,500,001+: 0.75% annually
Investment Advisor Representatives receive commissions from insurance and securities sales as registered representatives and insurance agents.
Account minimum: $250,000 Fee-only: Fixed fees for financial planning: Simple Planning $1,000-$2,000 initial fee; Moderate Planning $2,001-$6,000 initial fee; Complex Planning $6,001-$12,000 initial fee. Optional annual renewal fees: 25% of initial fee.
Main office
1650 West 82nd Street, Suite 870
Bloomington MN 55431
Advisors at this office
2
Most active in
California · Colorado · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ford D
CFP®, Series 63, Series 65
Bloomington, MN
Peak Financial Consulting, Inc.
Ford Droegemueller is a CFP® professional with 35 years of industry experience. He is currently an advisor and branch manager at Peak Financial Consulting, Inc. and has previously worked at LPL Financial and Lpl Insurance Associates. In addition to his advisory role, he operates as an independent insurance agent. Peak Financial Consulting serves individual and high-net-worth clients with discretionary asset management and a tiered financial planning program. The firm combines fundamental, technical, and cyclical analysis with long-term holdings and limited options strategies, and offers no-fee public seminars alongside its advisory services.
Donald D
CFP®, Series 63, Series 65
Bloomington, MN
Peak Financial Consulting, Inc.
Donald Droegemueller is a CFP® professional with 18 years of industry experience. He has been affiliated with Peak Financial Consulting, Inc. since 2018 and has prior experience at LPL Financial. Peak Financial Consulting, Inc. provides discretionary asset management and tiered financial planning services to individual and high-net-worth clients. The firm manages approximately $132 million across about 371 accounts and offers tailored investment strategies alongside structured financial planning, with an emphasis on ongoing portfolio management and public educational seminars.
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