Erik Lehr has been Chief Investment of Empirical Financial Services since May 2020, is a control person of the firm and directly owns under 5% of it. Erik Lehr holds a Master's in Computational Finance and Risk Management from the University of Washington, a Master's in Economics from the University of Oregon and a Bachelor's in Economics and Mathematics.
Empirical Financial Services, LLC is a Seattle, WA firm with $8.43B under management, 2,400 clients and 57 advisers across 18 offices, as of its July 2026 filing.
Erik Lehr is Chief Investment Officer of Empirical Wealth Management, based in Portland, OR. He oversees portfolio research, investment strategy execution, and the Portfolio Management team, and works directly with clients to develop and maintain their investment portfolios. He is also Portfolio Manager of the Empirical Alternative Income Fund, LP.
Erik Lehr’s longest registration is the current one, 12 years at Empirical Financial Services since 2013.
- Directional Financial ServicesAlso current– present · 7 yearsPortland, OR · Adviser representative · Firm CRD 171903
- Directional Financial Services– · 2 yearsSeattle, WA · Adviser representative · Firm CRD 171903
- Empirical Wealth ManagementCurrent– present · 12 yearsPortland, OR · Adviser representative · Firm CRD 152622
Professional designations
Listed by Empirical Financial Services
- CFA®
- CAIA®
Investment adviser representative registrations
Erik Lehr is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2013; the most recent are Alaska and Texas, in December 2018.
- AlaskaSince 14 December 2018
- TexasResidentSince 14 December 2018
- WashingtonSince 22 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Erik James Lehr
- CRD
- 6087553
- Firm
- Empirical Financial Services · CRD 152622
- Role
- Chief Investment
- Office
- 805 SW Broadway, Suite 2400, Portland, OR 97205
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- empirical.net
Where does Erik Lehr work?
Erik Lehr has been Chief Investment of Empirical Financial Services, LLC since May 2020, and is a control person of the firm.
Is Erik Lehr a financial advisor?
Yes. Erik Lehr has a current investment-adviser registration in Alaska, Texas and Washington, through Empirical Financial Services since November 2013.
How many years of experience does Erik Lehr have?
Erik Lehr has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has Erik Lehr passed?
Erik Lehr passed the Series 65 in November 2013.
Where is Erik Lehr based?
Erik Lehr’s registered office is in Portland, OR.
Is Erik Lehr registered with FINRA?
No. Erik Lehr has no current broker registration.
Is Erik Lehr a CFA charterholder?
Empirical Financial Services lists Erik Lehr with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Erik Lehr’s record?
Search CRD 6087553 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Lehr’s full registration record.
Kenneth SmithChief Executive Officer & Member
Michael KellyPresident & Chief Wealth Strategist & Member
Lorne EnquistChief Financial Officer & Member
Hwa ParkChief Operating Officer & Member
Justin BullerChief Compliance Officer & Member
Ethan BrogaDirector of Financial Planning & Member
James JonesDirector of Tax and Wealth Transfer & Member
Simon LiuChief Marketing Technology Officer & Member
Joseph Homer MercadoChief Business Development Officer & Member
Jaime WhiteChief Strategy Officer & Member
Shan ZubairFinancial Advisor & Member