Full text of LINCOLN INVESTMENT PLANNING, LLC's X-17A-5 filed 2025-03-03 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ LINCOLN INVESTMENT PLANNING, LLC (SEC File Number: 8-14354) Statement of Financial Condition December 31, 2024 With Report of Independent Registered Public Accounting Firm {1}------------------------------------------------ {2}------------------------------------------------ | | I. Diane McCarthy | | , swear (or affirm) that, to the best of my knowledge and belief, the | | | | |---------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--|--|--| | | | financial report pertaining to the firm of Lincoln Investment Planning, LLC | December 31 , 2024 is true and correct. I further swear (or affirm) that neither the company nor any | | | | | | | | partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely | | | | | | as that of a customer. | | | | | | | | | | Signature: | | | | | | | Commonwaalth of Puerwytvania - Notary Seel<br>Nancy L. Haffner, Notary Public | | | | | | | | Montgamery County<br>of the program program December 30, 2027<br>Commission number 1015509 | Title:<br>Chief Financial Officer | | | | | | Nancy Fleffner | Member, Pannsylvania Association of Notiella | | | | | | Notary Public | | Online Notary Public. This notanal act involved the<br>use of online audio/video communication<br>technology. Notanzation facilitated by SIGNIX® | | | | | | | This filing ** contains (check all applicable boxes): | | | | | | | | (a) Statement of financial condition. | | | | | | | | (b) Notes to consolidated statement of financial condition. | | | | | | | | | | (c) Statement of income (loss) or, if there is other comprehensive income in the period(s) presented, a statement of | | | | | | | comprehensive income (as defined in § 210.1-02 of Regulation S-X). | | | | | | | [ (d) Statement of cash flows. | | | | | | | | | [ (e) Statement of cha…Read the full text as markdown