David Ross Ehrenkrook

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Heritage Financial Group Inc
  West St. Paul, MN
• 06/2013 → Present
  Independent Financial Group
  West St. Paul, MN

Other Businesses

(1) MUSICIAN POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 1537 Briarknoll Circle, Arden Hills MN 55112, United States DESCRIPTION: FREELANCE MUSICIAN - DRUMMER (2) REAL ESTATE POSITION: Volunteer NATURE: Public Speaking INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 4647 White Bear Parkway, White Bear Lake MN 55110, United States DESCRIPTION: (3) PUBLIC SPEAKER AT MONTHLY REAL ESTATE MEETINGS AND OTHER VARIOUS REAL ESTATE EVENTS. SINCE 2014. NON-INVESTMENT RELATED. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (3) HERITAGE FINANCIAL GROUP, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2005 ADDRESS: 4647 White Bear Parkway, White Bear Lake MN 55110, United States DESCRIPTION: (1) OFFERING SALES OF FIXED, LIFE, HEALTH, DI, LTC AND LTD INSURANCE, FINANCIAL/INVESTMENT SEMINARS, REALTOR CE CLASSES, INVESTMENT MANAGEMENT, ASSET ALLOCATION, AND CONSULTING SERVICES THROUGH HERITAGE FINANCIAL GROUP, INC SINCE AUG 2005. APPROX 95% TIME SPENT ON ACTIVITY. INVESTMENT RELATED. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (4) HERITAGE INVESTMENT PROPERTIES, LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2021 ADDRESS: 4647 White Bear Parkway, White Bear Lake MN 55110, United States DESCRIPTION: 50% owner of LLC set up to own and manage property (5) BIRCHWOOD OFFICE PARK OF WHITE BEAR LAKE ASSOCIATION, INC. POSITION: Secretary NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2022 ADDRESS: 4647 White Bear Parkway, White Bear Lake MN 55110, United States DESCRIPTION: Board Member. HOPS AND HANDSHAKES BUSINESS NETWORKING GROUP POSITION: "Connector in Chief" This was originally my idea in another group where I network. After suggesting a happy hour and receiving positive interest, I took the initiative to organize and create this group. NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/09/2025 ADDRESS: 4647 White Bear Parkway, White Bear Lake MN 55110, United States DESCRIPTION: I am the main/lead organizer this group. There are other participants, but I am the founder and main organizer. My duties include: - I organize and set up a monthly Business Networking Happy Hour. - I organize and send out marketing emails and social media posts for these events. - I coordinate with the restaurant and establishment it is held at. - I create all the marketing materials for this event. - I create and manage the social media presence for this marketing group. My assistant and a couple of other members help when needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-17
• S66 Uniform Combined State Law Examination
  2008-07-29

Designations

• Certified Financial Planner