# EDGAR Filing Document

**Accession Number:** 0000059546
**File Stem:** 0000059546-26-000004
**Filing Date:** 2026-2
**Character Count:** 2829
**Document Hash:** 94a3e952d2e8327eac7f6079c466a4dd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000059546-26-000004.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0000059546-26-000004

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LINCOLN INVESTMENT PLANNING, LLC
- **CENTRAL INDEX KEY:** 0000059546

**ORGANIZATION NAME:**
- **EIN:** 231702591
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-14354
- **FILM NUMBER:** 26700984

**BUSINESS ADDRESS:**
- **STREET 1:** 601 OFFICE CENTER DRIVE
- **STREET 2:** SUITE 300
- **CITY:** FORT WASHINGTON
- **STATE:** PA
- **ZIP:** 19034
- **BUSINESS PHONE:** 215-881-4522

**MAIL ADDRESS:**
- **STREET 1:** 601 OFFICE CENTER DRIVE
- **STREET 2:** SUITE 150-MAILROOM
- **CITY:** FORT WASHINGTON
- **STATE:** PA
- **ZIP:** 19034

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LINCOLN INVESTMENT PLANNING, INC.
- **DATE OF NAME CHANGE:** 20150804

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LINCOLN INVESTMENT PLANNING, LLC
- **DATE OF NAME CHANGE:** 20150804

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LINCOLN INVESTMENT PLANNING, INC.
- **DATE OF NAME CHANGE:** 20020318

### Attached PDF Documents

**Attachment 1:** `2025_LIP_StmtSFC_Public_.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000059546

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** LINCOLN INVESTMENT PLANNING, LLC

**Business Address:** 601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, 19034

**Contact Person:** Diane McCarthy

**Contact Phone:** 215-881-4656

### Independent Public Accountant Identification

**Accountant Name:** Mitchell & Titus, LLP

**Accountant Address:** 2000 Market Street, Suite 820, Philadelphia, PA, 19103

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Diane McCarthy**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **LINCOLN INVESTMENT PLANNING, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Diane McCarthy

**Title:** Chief Financial Officer