Almeida Law Group is investigating a data breach at Lincoln Investment Planning, LLC. If you were affected, contact Almeida Law Group.
About Lincoln Investment Planning, LLC
Lincoln Investment Planning, LLC is a full-service broker-dealer and registered investment adviser headquartered in Fort Washington, Pennsylvania. Founded in 1968, the company serves over 315,000 investors with more than $60 billion in assets under management and provides investment advisory, portfolio management, investment strategies, insurance, risk management, and brokerage services. Because the company handles sensitive financial and personal information for a large client base, a breach affecting that data carries significant risk for the people involved.
What Happened?
Lincoln Investment Planning, LLC was listed in a Vermont Attorney General breach report summary dated September 17th, 2026. According to that report, the categories of information involved include Social Security Numbers, financial account codes, credit and debit account information, government ID numbers, and health records. No breach date, affected-person count, or notification date was specified in the Vermont filing. No specific threat actor, ransomware group, or attack vector has been publicly identified for this incident.
Lincoln Investment Planning has a documented history of prior breach disclosures. A breach first disclosed on September 12th, 2025 was reported through attorney general filings in Maine and Massachusetts, with those filings indicating that IDX identity theft protection was offered for 24 months and that federal law enforcement was notified. A separate breach was reported in approximately mid-2022, with a 24-month Experian IdentityWorks enrollment offered to affected consumers. In addition, a December 2024 dark web listing by a threat actor identified as “BusinessDataLeaks” claimed to target lincolninvestment.com, though the size of any alleged leak was unknown and that claim has not been independently verified. It is unclear whether the current September 2026 Vermont filing relates to the incident first disclosed in September 2025 or represents a new, separate event.
Key Facts at a Glance
- Company or Organization: Lincoln Investment Planning, LLC
- Industry: Financial Services — Securities, Broker-Dealer, Registered Investment Adviser
- Location: Fort Washington, Pennsylvania
- Incident type: Data breach (unauthorized access to personal information)
- Date of consumer notification: September 17th, 2026
- Prior breach: Yes — prior disclosures reported in 2022, 2025, and a dark web listing in December 2024
- Litigation status: No class action litigation specifically connected to this September 2026 incident has been identified
- Source: Vermont Attorney General breach report summary; Board Cybersecurity tracker; Maine Attorney General filing; Breachsense
What Should You Do?
If you received a notice from Lincoln Investment Planning, LLC, review it carefully for any offer of identity theft protection services and enroll before the stated deadline. Because the exposed data reportedly includes Social Security numbers, financial account information, and health records, you should place a fraud alert or credit freeze with all three major credit bureaus — Equifax, Experian, and TransUnion — and monitor your financial accounts closely for any suspicious activity. Request your free credit reports at AnnualCreditReport.com and review them for accounts or inquiries you do not recognize. If you believe your identity has been misused, visit IdentityTheft.gov for step-by-step guidance. Because health records were reportedly among the compromised data, also review any Explanation of Benefits statements from your health insurer and check your medical records for services you did not receive.
Your Legal Rights
If your personal or health information was involved in this breach, you may have legal rights depending on the facts of the incident and the law in your state. Almeida Law Group represents consumers in data breach and privacy litigation and can help you evaluate whether you may have a claim. Contact us at (708) 529-5418 or through our contact page for a free case evaluation.
