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Peak Financial Consulting, Inc.

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Client assets under management

$132,271,141

Clients

371

14% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

186

Very High

Average account size

$356,526

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Income planning Equity compensation tax strategy Business ownership considerations

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

$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

Commissions

Investment Advisor Representatives receive commissions from insurance and securities sales as registered representatives and insurance agents.

Other

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 location

Peak Financial Consulting, Inc.

1650 West 82 Nd Street, Suite 870

Bloomington MN 55431, United States

Number of offices

1

Most active in

More info

California · Colorado · Minnesota · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 952-303-8200

Advisors at this firm

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user avatar

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.

Income planning Equity compensation tax strategy Business ownership considerations Executive Founder/Business Owner
user avatar

Donald D

CFP®, Series 63, Series 65

Bloomington, MN

Peak Financial Consulting, Inc.

Donald Droegemueller is a CFP® with 17 years of industry experience and is currently affiliated with Peak Financial Consulting, Inc. in Bloomington, MN, where he has served since 2019. His prior experience includes roles at LPL Financial, LLC from 2007 to 2018 and Mutual Securities Inc. since 2018. Peak Financial Consulting serves individual and high-net-worth clients with discretionary asset management and a tiered financial planning program, offering public seminars focused on education. The firm constructs portfolios based on documented client goals and employs a combination of fundamental, technical, and cyclical analysis alongside various trading strategies.

Income planning Equity compensation tax strategy Business ownership considerations Executive Founder/Business Owner
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