David Ehrenkrook
David Ehrenkrook is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in White Bear Lake, MN, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
4647 White Bear Parkway, White Bear Lake, MN, 55110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a freelance musician, a public speaker at real estate events, and a 50% owner of both Heritage Financial Group, LLC (a DBA for marketing) and Heritage Investment Properties, LLC (real estate). He also serves as secretary on the board of Birchwood Office Park of White Bear Lake Association, Inc.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
State Registrations14 states
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