| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Charles Bueti | Senior Vice-President, Operations & Service/ Principal Operations Officer | Under 5% | 2023 |
| Daniel Sean Alexander Control | Executive Vice-President, Chief Business Development Officer | Under 5% | 2025 |
| Diane Mulherrin McCarthy Control | Executive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected Manager | Under 5% | 2018 |
Lincoln Investment Planning, LLC reports $18.9 billion in regulatory assets under management on its Form ADV.
Lincoln Investment Planning, LLC reports 1,293 employees.
Lincoln Investment Planning, LLC is based in Fort Washington, PA and has been SEC-registered since 1978.
Lincoln Investment Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 601 Office Center Drive, Suite 300, Fort Washington, PA 19034-3232 |
| Phone | 215-887-8111 |
| Fax | 215-376-1057 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 5954 |
| Discloses disciplinary history | Yes |
| Discretionary | $8.88B |
| Non-discretionary | $10.03B |
| Total (RAUM) | $18.9B |