Erik Heinz Lembcke
Investment adviser representative at Urs Advisory
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$200.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Urs AdvisoryNov 2025 to now
- Urs Advisory LLC dba Urs AdvisoryAug 2017 to now
- Jel Enterprises Inc dba Urs InsuranceOct 2016 to now
- Gradient Securities, LLCNov 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Urs Advisory
Legal name: Urs Advisory LLC
$200.3MAssets managed
173Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5953894
- Firm CRD
- 289892