Rilee Erickson has been an investment adviser representative at Fidelis Wealth Advisors since December 2023, and is not listed among the firm’s executive officers or direct owners. Rilee Erickson holds a Bachelor of Science in Agribusiness and Horticulture Science from the University of Wyoming.
Fidelis Wealth Advisors, LLC is a Castle Rock, CO firm with $210M under management, 210 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Rilee Erickson works at Fidelis Wealth Advisors, based in Castle Rock, CO, where she has taken on a paraplanner role, providing life insurance support as well as client and operations support. She began working in the financial services industry in 2017 as an associate specializing in property and casualty insurance and life insurance.
- Fidelis Wealth AdvisorsCurrent– present · 2 yearsBig Piney, WY · Adviser representative · Firm CRD 292551
Investment adviser representative registrations
Rilee Erickson is registered as an investment adviser representative in 2 states. The first approvals date from December 2023; the most recent is Wyoming, in January 2026.
- ColoradoSince 22 December 2023
- WyomingSince 13 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6853641
- Firm
- Fidelis Wealth Advisors · CRD 292551
- Office
- Big Piney, WY
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fidelis-wealth.com
Where does Rilee Erickson work?
Rilee Erickson is an investment adviser representative registered through Fidelis Wealth Advisors, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Rilee Erickson a financial advisor?
Yes. Rilee Erickson has a current investment-adviser registration in Colorado and Wyoming, through Fidelis Wealth Advisors since December 2023.
How many years of experience does Rilee Erickson have?
Rilee Erickson has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Rilee Erickson passed?
Rilee Erickson passed the Series 65 in December 2023.
Where is Rilee Erickson based?
Rilee Erickson’s registered office is in Big Piney, WY.
Is Rilee Erickson registered with FINRA?
No. Rilee Erickson has no current broker registration.
How can I verify Rilee Erickson’s record?
Search CRD 6853641 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rilee Erickson’s full registration record.
