Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ross Ehrenkrook is a financial advisor who has been in the industry since November 20, 2007. David is a registered representative with Independent Financial Group, LLC, and an investment advisor representative in both Minnesota and Texas. David holds the Series 65, Series 66, Series 7, and SIE licenses. David has experience in providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans. David also serves as an officer and director for Heritage Financial Group, LLC and Heritage Investment Properties, LLC. David is committed to providing clients with personalized financial advice and investment strategies tailored to their individual needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
11/17/2014 - Present
Independent Financial Group, LLC (White Bear Lake MN)
MN
11/21/2007 - 07/01/2013
COMMONWEALTH FINANCIAL NETWORK (WEST ST. PAUL MN)
IA
Issued 03/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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