Erik LembckeCRD Number: 5953894
Current Firm: Urs Advisory
Erik Lembcke (CRD# 5953894) is an Investment Advisor Representative working at Urs Advisory in West Palm Beach, FL and has over 6 years of experience in the finance industry. Erik Lembcke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Urs Advisory Llc Dba Urs Advisory||West Palm Beach, FL||Nov 2017 - Current||< 1|
|Urs Advisory Llc Dba Urs Advisory||West Palm Beach, FL||Aug 2017 - Current||< 1|
|Gradient Securities, LLC||Arden Hills, MN||Nov 2016 - Current||1|
|Jel Enterprises Inc.||West Palm Beach, FL||Oct 2016 - Current||1|
|First Republic Securities Company, LLC||Palm Beach, FL||Jan 2014 - Sep 2016||2|
|First Republic Securities Company, LLC||Palm Beach, FL||Dec 2013 - Sep 2016||2|
|Deutsche Bank Securities Inc.||Palm Beach, FL||Aug 2011 - Sep 2013||2|
|Suntrust||Winter Park, FL||Mar 2008 - Jun 2011||3|
|Island Capital Advisors||Palm Beach, FL||Nov 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.