Lucy Cuff has been an investment adviser representative at Jacobson & Schmitt Advisors since October 2023, and is not listed among the firm’s executive officers or direct owners.
Jacobson & Schmitt Advisors, LLC is a Middleton, WI firm with $676M under management, 462 clients and 12 advisers across 3 offices, as of its August 2026 filing.
- – present · 3 yearsMiddleton, WI · Adviser representative · Firm CRD 140431
Investment adviser representative registrations
Lucy Cuff is registered as an investment adviser representative in Wisconsin, since October 2023.
- WisconsinSince 6 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lucy Noelle Cuff
- CRD
- 7794946
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Lucy Cuff work?
Lucy Cuff is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lucy Cuff a financial advisor?
Yes. Lucy Cuff has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since October 2023.
How many years of experience does Lucy Cuff have?
Lucy Cuff has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Lucy Cuff passed?
Lucy Cuff passed the Series 65 in October 2023.
Where is Lucy Cuff based?
Lucy Cuff’s registered office is in Middleton, WI.
Is Lucy Cuff registered with FINRA?
No. Lucy Cuff has no current broker registration.
How can I verify Lucy Cuff’s record?
Search CRD 7794946 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucy Cuff’s full registration record.
