Erika Lee Bateman

Employer firm

Inspirion Wealth Advisors, LLC CRD 165174

$1.39B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2014 → Present
  Inspirion Wealth Advisors
  Libertyville, IL

Previous Registrations

• 2011-12-07 → 2014-08-18
  Strategic Advisers Llc
  Highland Park, IL
• 2006-10-27 → 2011-01-26
  Strategic Advisers Llc
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-06-06
• S63 Uniform Securities Agent State Law Examination
  2004-07-28

Designations

• Certified Financial Planner

Other Names

• Erika Lee Tewel
• Erika Lee Tewel
• Erika Lee Tewel