Full text of LINCOLN INVESTMENT PLANNING, LLC's X-17A-5 filed 2023-03-01 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ### LINCOLN INVESTMENT PLANNING, LLC Statement of Financial Condition December 31, 2022 With Report of Independent Registered Public Accounting Firm {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 | ANNUAL REPORTS | |----------------| | FORM X-17A-5 | | PART III | | OMB APPROVAL | | | |---------------------------|--|--| | OMB Number: 3235-0123 | | | | Expires: Oct. 31, 2023 | | | | Estimated average burden | | | | hours per response:<br>12 | | | SEC FILE NUMBER 8-14354 | | FACING PAGE | | | | | | |-------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------|------------|--|--|--| | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | | | ______________________________________________________________________________________________________________________________________________________________________________<br>filing for the period beginning 01/01/2022 | | | | | | | | MM/DD/YY | | MM/DD/YY | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | NAME OF FIRM: Lincoln Investment Planning, LLC | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>َ Broker-dealer<br>C Check here if respondent is also an OTC derivatives dealer | | _ Major security-based swap participant | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | 601 Office Center Drive, Suite 300 | | | | | | | | (No. and Street) | | | | | | | | Fort Washington | PA | | 19034 | | | | | (City) | (State) | | (Zip Code) | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Diane McCarthy | (215) 881-4656 | dmccarthy@lincolninvestment.com | | | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing *<br>Mitchell & Titus, LLP | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | 2000 Market Street | Philadelphia | PA | 19103 | | | | | (Ad…Read the full text as markdown