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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Ehrenkrook is a financial advisor with Independent Financial Group, LLC. James has been in the financial industry since 1982. James specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, and pension and profit-sharing plans. James is registered with FINRA and the state of Minnesota. James holds Series 1, 7, 24, 52TO, 53, and 63 securities licenses and a Series 65 Investment Advisor license.
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.
1
2
MN
11/17/2014 - Present
Independent Financial Group, LLC (White Bear Lake MN)
MN
05/23/2002 - 07/01/2013
COMMONWEALTH FINANCIAL NETWORK (WEST ST. PAUL MN)
AZ
11/16/1998 - 05/29/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CT
08/17/1994 - 12/23/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
09/18/1992 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CA
11/07/1989 - 09/29/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/23/1989 - 11/07/1989
VALUE EQUITIES CORPORATION
NA
08/01/1986 - 05/25/1989
SENTRA SECURITIES CORPORATION
NA
05/24/1982 - 08/01/1986
TITAN CAPITAL CORPORATION
IA
Issued 03/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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