James David 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

• 05/1982 → Present
  Ing
  Minneapolis, MN
• 01/1991 → Present
  Unum/Paul Revere Life Insur. Co.
  Worcester, MA
• 03/1999 → Present
  Hertigage Financial Group Inc
  West St Paul, MN
• 06/2013 → Present
  Independent Financial Group
  West Saint Paul, MN

Other Businesses

(1) HERITAGE FINANCIAL GROUP, AKA HERITAGE FINANCIAL GROUP, LLC, AKA HERITAGE WEALTH MANAGEMENT, INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1986 ADDRESS: 1551 Livingston Avenue, Suite 102, West Saint Paul MN 55118, United States DESCRIPTION: 100% OWNER OF DBA HERITAGE FINANCIAL GROUP, USED FOR MARKETING PURPOSES. (2) HERITAGE INVESTMENT PROPERTIES, LLC POSITION: 50% Member NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2021 ADDRESS: 4647 White Bear Parkway, White Bear Lake MN 55110, United States DESCRIPTION: Office condominium to be used by our operating company Heritage Financial Group, LLC. (3) BIRCHWOOD OFFICE PARK OF WHITE BEAR LAKE ASSOCIATION, INC POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 4647 White Bear Parkway, White Bear Lake MN 55110, United States DESCRIPTION: Board Member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-02
• S63 Uniform Securities Agent State Law Examination
  1986-09-15

Other Names

• Jim Ehrenkrook