James Ehrenkrook is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Independent Financial Group since 2013 and also has longstanding ties to Heritage Financial Group Inc and Unum/Paul Revere Life Insurance Company. Ehrenkrook serves as an officer and director of Heritage Financial Group and is a board member of Birchwood Office Park of White Bear Lake Association, Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and employs multiple advisory programs, including AccessPoint, with custody and execution services provided by Pershing or Schwab.

David Ehrenkrook is a CFP® with 18 years of industry experience, currently serving at Independent Financial Group, LLC since 2013. He also has a long tenure with Heritage Financial Group Inc dating back to 2005. Outside of his advisory roles, he is a freelance drummer and organizes a monthly business networking event called Hops and Handshakes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm provides a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios delivered through discretionary and non-discretionary strategies tailored to clients’ risk profiles.