Erik James Larson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2019 → 06/2020
  Travis Henderson State Farm
  Englewood, CO
• 04/2015 → 08/2019
  Suds Factory Carwash
  Lone Tree, CO
• 02/2016 → 04/2019
  Jimmy Johns
  Greeley, CO
• 12/2018 → 12/2018
  Rocky Mountain Cancer Centers
  Greenwood Village, CO
• 10/2024 → Present
  Charles Schwab Bank
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  2021-07-22

Other Names

• Erik Larson