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James E

Series 63, Series 65

White Bear Lake, MN

Independent Financial Group, LLC

James Ehrenkrook is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has held roles at Heritage Financial Group Inc., Unum/Paul Revere Life Insurance Company, and ING. Ehrenkrook is a board member of the Birchwood Office Park of White Bear Lake Association, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investment strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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David E

CFP®, Series 66, Series 65

White Bear Lake, MN

Independent Financial Group, LLC

David Ehrenkrook is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. He has been with Independent Financial Group, LLC since 2013 and Heritage Financial Group Inc. since 2005. Outside of his advisory work, Ehrenkrook is a freelance drummer and organizes a monthly business networking happy hour. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client investment strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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