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Inside Integris
Jul 2024

Welcome Erik Larsen

Integris Wealth Management is delighted to have Erik Larsen officially join us as the newest member of our team. It’s only been three months, yet Erik already jumped into action and leaned into his role.

Erik joins us in the role of Client Service Investment Associate where he will be responsible for portfolio monitoring, trading, and accounting in addition to working closely with the firm’s Advisors to provide client operational support.

Erik brings over 20 years of experience in the financial services industry to Integris. Throughout his career, Erik has held roles specializing in back office operations at independent broker-dealers and investment advisors handling various tasks such as tracking of accounts, fee billings, and setting up accounts. He has also spent time working for the Bank of New York Mellon and Computershare processing direct investment distributions and reconciliations.

When Erik is not working at Integris, he enjoys going camping, watching sports, and going on family vacations a couple times a year. Erik works remotely and lives in Michigan with his wife and two kids.

When asked why he chose to work at Integris, Erik said, “I was looking for a smaller Investment Advisor only firm that really cared for its clients and where I could grow with the firm professionally. My experience so far has been great, the training I have received so far has been top notch and everyone is just so welcoming.”

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