James Ehrenkrook, financial advisor White Bear Lake MN

James Ehrenkrook

CRD Number: 841189
Current Firm: Independent Financial Group, LLC

James Ehrenkrook (CRD# 841189) is an Investment Advisor Representative working at Independent Financial Group, LLC in White Bear Lake, MN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group West Saint Paul, MN Jun 2013 - Current 10
Hertigage Financial Group Inc. West St Paul, MN Mar 1999 - Current 25
Unum/paul Revere Life Insur. Company Worcester, MA Jan 1991 - Current 33
Ing Minneapolis, MN May 1982 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
S65 NASAA Investment Advisors Law Examination Mar 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James D. Ehrenkrook
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    6,751
    MILLIONS
  • Total Number of Accounts
    30,369
    ACCOUNTS
  • Average Account Value
    $222,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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