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Eric Grant

Integrity Alliance, LLC
37 Years of Experience
Flossmoor, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Eric Grant is a registered investment advisor at Integrity Alliance, LLC, based in Flossmoor, IL, with 37 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

19511 Governors Highway, Flossmoor, IL, 60422

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric is an owner/agent at Polaris, focusing on insurance and annuity sales, and a managing partner at Polaris Insurance Agency, dedicating about a quarter of his time to these activities. He also owns Polaris Wealth Management (an RIA) and spends a significant amount of time on RIA leadership, management, supervision, and client work.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
October 2025 - Present · 1 yr
Polaris Wealth Management, LLC
June 2020 - Present · 6 yrs 4 mos
Csenge Advisory Group, LLC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Integrity Alliance, LLC
October 2025 - December 2025 · 2 mos
Lion Street Advisors, LLC
July 2018 - December 2020 · 2 yrs 5 mos
Lion Street Financial, LLCBroker
July 2018 - November 2025 · 7 yrs 4 mos
Fsc Securities Corporation
May 2010 - July 2018 · 8 yrs 2 mos
Fsc Securities CorporationBroker
April 2010 - July 2018 · 8 yrs 3 mos
Ing Financial Partners, INC
December 2006 - April 2010 · 3 yrs 4 mos
Ing Financial Partners, INC.Broker
November 2006 - April 2010 · 3 yrs 5 mos
MML Investors Services, INC.
May 2004 - November 2006 · 2 yrs 6 mos
MML Investors Services, INC.Broker
April 2004 - November 2006 · 2 yrs 7 mos
MML Investors Services, INC.
April 2004 - April 2004 · 0 mos
Metlife Securities INC.
February 2003 - May 2004 · 1 yr 3 mos
Metlife Securities INC.Broker
December 2002 - May 2004 · 1 yr 5 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - May 2004 · 1 yr 5 mos
AXA Advisors, LLC
November 1999 - January 2003 · 3 yrs 2 mos
AXA Advisors, LLCBroker
June 1989 - January 2003 · 13 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1989 - January 2000 · 10 yrs 7 mos
State Registrations11 states
DCGAILINMDNJNYTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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