Investment adviser · CRD 519

LINCOLN INVESTMENT

Investment adviser filing (IA)

LINCOLN INVESTMENT PLANNING, LLC

FORT WASHINGTON, PA, United States · Form ADV filed Jul 20, 2026

Regulatory AUM: $22B
Client accounts: 199,383
Employees: 1,238
Advisory professionals: 874

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	133,528	$17,421,790,481	79.2%
High-net-worth individuals	4,604	$4,301,655,180	19.6%
Corporations & businesses	181	$202,990,619	0.9%
Charities	41	$38,069,096	0.2%
Retirement plans	15	$30,346,046	0.1%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2118876 · Jul 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

601 OFFICE CENTER DRIVE, SUITE 300
FORT WASHINGTON, PA, 19034-3232, United States

CRD 519

Filing source

Form ADV 2118876 · Jul 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.