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Susan Mary Oberlies

Senior Vice-President, Corporate Counsel/SecretaryLincoln Investment Planning, LLCCRD 3009149

About Susan Mary Oberlies

Susan Mary Oberlies is listed as Senior Vice-President, Corporate Counsel/Secretary at Lincoln Investment Planning, LLC in Fort Washington, PA. Form ADV reports a beneficial ownership band of Under 5%. Susan Mary Oberlies 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 Susan Mary Oberlies work?

Susan Mary Oberlies is listed as Senior Vice-President, Corporate Counsel/Secretary at Lincoln Investment Planning, LLC on SEC Form ADV.

How much of Lincoln Investment Planning, LLC does Susan Mary Oberlies own?

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

Lincoln Investment Planning, LLC

TitleSenior Vice-President, Corporate Counsel/Secretary
OwnershipUnder 5%
Control personNo
Since2022
View Lincoln Investment Planning, LLC →

Capital Analysts, LLC

TitleSenior Vice President, Corporate Counsel And Secretary
OwnershipUnder 5%
Control personNo
Since2022
View Capital Analysts, LLC →