Susan Mary Oberlies appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Susan Mary Oberlies appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-09 | Form ADV | LINCOLN INVESTMENT PLANNING, LLC | SENIOR VICE-PRESIDENT, CORPORATE COUNSEL/SECRETARY | FORT WASHINGTON, PA |