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Judith M Noffke

Investment adviser representative at Lincoln Investment
14 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Lincoln InvestmentJan 2026 to now
  2. UnemployedAug 2025 to Dec 2025
  3. Cadaret Grant & Co., Inc.Jun 2024 to Aug 2025
  4. Grove Point Investments, LLCJun 2024 to Aug 2025
  5. Northwestern Mutual Investment Services LLCJan 2024 to May 2024
  6. ManpowerDec 2023 to May 2024
  7. Northwestern Mutual Life Insurance CompanyDec 2023 to May 2024
  8. J.P. Morgan Securities LLCOct 2012 to Nov 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (IL).

Lincoln Investment

Legal name: Lincoln Investment Planning, LLC

$22BAssets managed
138,369Clients
335Advisers
48 yearsIn 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
2501464
Firm CRD
519
Advisor's SEC record (opens in a new tab)
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