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Rilee Erickson

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
332 clients
Average Client Portfolio
$763K average
Assets Under Management
$253.2M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,200
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Location

Castle Rock, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rilee is an insurance agent for various carriers, holding life, health, disability, and P&C licenses, spending a few hours per week on this activity. Rilee is also a public notary for the State of Wyoming, dedicating minimal time to this.

Employment History
Current Registrations
Fidelis Wealth Advisors
December 2023 - Present · 2 yrs 2 mos
State Registrations2 states
COWY
Advisor
Exams
No exam information available for this advisor.