Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Lincoln Investment Planning, LLC
  • Street Address: 601 Office Center Drive
  • City: Fort Washington
  • State, or Country if outside the US: PA
  • Zip Code: 19034

Submitted By

  • Name: Maureen Mattson
  • Title: General Counsel and Chief Compliance Officer
  • Firm name (if different than entity):
  • Telephone Number: (215) 886-7555
  • Email Address: mmattson@lincolninvestment.com
  • Relationship to entity whose information was compromised: Employee

Breach Information

  • Total number of persons affected (including residents): 703
  • Total number of Maine residents affected: 2
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: July 25, 2025
  • Date Breach Discovered: August 15, 2025
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with:

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: September 12, 2025
  • Copy of notice to affected Maine residents: Lincoln_Investment_Planning,_LLC_-_Notice_of_Data_Event_-_ME.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: IDX, 24 months, Please see Exhibit 1.