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Rilee E
Series 65
Big Piney, WY
Fidelis Wealth Advisors
Rilee Erickson is a financial advisor at Fidelis Wealth Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Fidelis Wealth Advisors since 2023. His career background includes roles at Belay Solutions, Wyoming Bail Bonds, Farm Bureau, and Wyoming Wireless. Outside of advising, Erickson is a licensed insurance agent and an active public notary in Wyoming. Fidelis Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, employer-sponsored retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation driven investment process that integrates modern portfolio theory and various analytical approaches, managing roughly $210 million in client assets through both discretionary and non-discretionary portfolio management.
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