Peak Financial Consulting

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

1650 W 82nd St Ste 870, Bloomington, Min...

Phone Number

(952) 303-8200

Revenue

<$5 Million

Industry

Finance Securities Trading

About Peak Financial Consulting

Peak Financial Consulting offers a range of financial services including investment management, retirement planning, estate management, and insurance strategies. With a focus on personalized financial advice, they aim to help clients achieve their ideal futures through tailored strategies that align with individual goals and values. Their team, boasting over 100 years of collective experience, is dedicated to guiding clients through various financial challenges and opportunities. The firm serves clients in Minnesota, Colorado, California, and Texas, emphasizing the importance of sound financial planning for sustainable growth.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Peak Financial Consulting Org Chart

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President

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President, Peak Financial Consulting, Inc

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peak Financial Consulting

<$5M
11-50
Private
-
2006
<$5M
1-10
Private
-
1998
SB
Sandra BaileyAt S & B Financial Services Senior Financial Advisor
<$5M
1-10
Private
-
2012
DK
David KnutsonChartered Financial Consultant, Vice President of Strategy
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Peak Financial Consulting Tech Stack

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Frequently Asked Questions Regarding Peak Financial Consulting

What is Peak Financial Consulting's official website?
Peak Financial Consulting's official website is www.peakfinancialconsulting.com
What is Peak Financial Consulting's Revenue?
Peak Financial Consulting's revenue is <$5 Million
What is Peak Financial Consulting's SIC code?
Peak Financial Consulting's SIC: 62,628
What is Peak Financial Consulting's NAICS code?
Peak Financial Consulting's NAICS: 52,523
How many employees does Peak Financial Consulting have?
Peak Financial Consulting has 11-50 employees
What industry does Peak Financial Consulting belong to?
Peak Financial Consulting is in the industry of: Finance, Securities Trading
What is Peak Financial Consulting competition?
Peak Financial Consulting top competitors include: Balanced Investment, S & B Financial Services
What technology does Peak Financial Consulting use?
Some of the popular technologies that Peak Financial Consulting uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Peak Financial Consulting?
Peak Financial Consulting contact info: Phone number: (952) 303-8200 Website: www.peakfinancialconsulting.com
What does Peak Financial Consulting do?

Peak Financial Consulting offers a range of financial services including investment management, retirement planning, estate management, and insurance strategies. With a focus on personalized financial advice, they aim to help clients achieve their ideal futures through tailored strategies that align with individual goals and values. Their team, boa... sting over 100 years of collective experience, is dedicated to guiding clients through various financial challenges and opportunities. The firm serves clients in Minnesota, Colorado, California, and Texas, emphasizing the importance of sound financial planning for sustainable growth.Read More

Is Peak Financial Consulting a public company?
Peak Financial Consulting is private company therefore does not currently have an official ticker symbol
See more information about Peak Financial Consulting

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