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PEAK FINANCIAL CONSULTING, INC.

BLOOMINGTON, MN · CRD 291860 · IAPD ↗ · peakfinancialconsulting.com · 952-303-8200

$132.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — PEAK FINANCIAL CONSULTING, INC. (BLOOMINGTON, MN) is newly SEC-registered with $110.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.