Lucas Rosito Jung Severo

Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 12/2022
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ
• 06/2020 → 04/2021
  Grand Canyon Education
  Phoenix, AZ
• 01/2020 → 04/2020
  Grand Canyon University
  Phoenix, AZ
• 08/2019 → 01/2020
  Grand Canyon University
  Phoenix, AZ
• 01/2019 → 05/2019
  Mesa Community College
  Mesa, AZ
• 08/2017 → 01/2019
  Mesa Community College
  Mesa, AZ
• 01/2011 → 08/2017
  N/A
  Rio Grande Do Sul
• 01/2023 → Present
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-08

Designations

• Certified Financial Planner