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Erika Lee Bateman

Inspirion Wealth Advisors, LLC

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About Erika Lee Bateman

Erika Lee Bateman is a financial advisor registered with Inspirion Wealth Advisors, LLC. Erika has been working in the financial industry since 2004 and has a background in investment management and financial planning. Erika is a Certified Financial Planner and holds the Series 7, Series 63 and Series 66 licenses. In addition to providing comprehensive financial planning, Erika specializes in portfolio management for individuals and pensions.

Firm Information

Erika Bateman is currently registered with Inspirion Wealth Advisors, LLC. Inspirion Wealth Advisors, LLC is a registered investment advisor based in Libertyville, Illinois. The firm provides financial planning, portfolio management for individuals and pensions, and selection of other advisors. They manage over $1.23 billion in assets for 2,556 clients. Their client base consists primarily of high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Inspirion Wealth Advisors, LLC

900 TECHNOLOGY WAY

LIBERTYVILLE, IL 60048

$1.24B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erika Bateman’s Registration & Firm History

IL

11/11/2014 - Present

Inspirion Wealth Advisors, LLC (LIBERTYVILLE IL)

IL

10/31/2011 - 08/15/2014

FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)

CA

07/23/2004 - 01/25/2011

FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 06/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erika Lee Bateman.
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