Lucy Noelle Cuff

Employer firm

Jacobson & Schmitt Advisors, LLC CRD 140431

$676M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2022 → 11/2024
  Jacobson & Schmitt Advisors, Llc
  Middleton, WI
• 08/2013 → 05/2024
  Full-Time Student
  Poynette, WI
• 11/2024 → Present
  Jacobson & Schmitt Advisors, Llc
  Middleton, WI

Other Businesses

1) National Association of Personal Financial Advisors; Not Investment-Related; 8700 W. Bryn Mawr Avenue, 700 N, Chicago, IL 60631; Women's Initiative Committee Member; 05/30/2022; 2 hours per month; discover ways to get more women involved in financial advising.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-06

Designations

• Certified Financial Planner