PPrivate Fund Data Log in Join · $37/mo

Maureen Ann Mattson

Executive Vice-President, Chief Compliance OfficerLincoln Investment Planning, LLCCRD 5952728

About Maureen Ann Mattson

Maureen Ann Mattson is listed as Executive Vice-President, Chief Compliance Officer at Lincoln Investment Planning, LLC in Fort Washington, PA. Form ADV reports a beneficial ownership band of Under 5%. Maureen Ann Mattson is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Lincoln Investment Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Maureen Ann Mattson work?

Maureen Ann Mattson is listed as Executive Vice-President, Chief Compliance Officer at Lincoln Investment Planning, LLC on SEC Form ADV.

How much of Lincoln Investment Planning, LLC does Maureen Ann Mattson own?

Form ADV reports a beneficial ownership band of Under 5%.

Lincoln Investment Planning, LLC

TitleExecutive Vice-President, Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022

Capital Analysts, LLC

TitleExecutive Vice President And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022