James Ehrenkrook
James Ehrenkrook is a registered investment advisor at Independent Financial Group, LLC, based in White Bear Lake, MN, with 43 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
Get directionsHistory
Regulatory History (7)
Judgment / Lien
November 2012Judgment / Lien
August 2012Judgment / Lien
July 2012Judgment / Lien
December 2010Judgment / Lien
September 2010Judgment / Lien
July 2010Judgment / Lien
June 2010Other Business Activities
James is the 100% owner of Heritage Financial Group, used for marketing purposes, and a 50% member of Heritage Investment Properties, LLC, which owns an office condominium. He also serves as a board member for 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
Sentra Securities CorporationBroker
Washington Square Securities, INC.Broker
United Pacific Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Value Equities CorporationBroker
Sentra Securities CorporationBroker
Titan Capital CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.