Erika L. Bateman

INSPIRION WEALTH ADVISORS

LIBERTYVILLE, IL 60048

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CRD#: 4813330

Professional summary

Erika Lee Bateman, CFP®, who also goes by Erika Lee Tewel Ms., Erika Lee Tewel, is a registered financial advisor currently at INSPIRION WEALTH ADVISORS, LLC located in Libertyville, Illinois.

Erika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Erika has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erika Lee Tewel Ms. | Erika Lee Tewel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erika Lee Bateman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

November 11, 2014 - Present

INSPIRION WEALTH ADVISORS, LLC

Office #1: 900 Technology Way Suite 130, Libertyville, IL 60048

RIA

CRD#: 165174

LIBERTYVILLE, IL

Past

December 7, 2011 - August 18, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HIGHLAND PARK, IL

Past

October 31, 2011 - August 15, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HIGHLAND PARK, IL

Past

October 27, 2006 - January 26, 2011

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

IRVINE, CA

Past

July 23, 2004 - January 25, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH ADVISORS, LLC | INTEGRYS WEALTH ADVISORS LLC

CRD#: 165174 / SEC#: 801-77181

RIA

Registered Investment Advisory firm - (10/16/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/11/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/28/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/2004

General Securities Representative Examination

Current Firm

INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH ADVISORS, LLC | INTEGRYS WEALTH ADVISORS LLC

CRD#: 165174 / SEC#: 801-77181

RIA

Registered Investment Advisory firm - (10/16/2012 Approved)

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Contact information

Main Address

900 Technology Way Suite 130, Libertyville, IL 60048

Mailing Address

Phone number

(847) 918-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (2/10/2025)

FORM ADV PART 2A - FIRM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	2,556
AUM (Assets Under Management)	$ 1,237,818,941

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Erika L. Bateman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erika Lee Bateman's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INSPIRION WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2005

Series 63

Date: 7/28/2004

Series 7

Date: 7/21/2004

Current Firm

INSPIRION WEALTH ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSPIRION WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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