Lincoln Investment Planning Reports Data Incident to Vermont AG

Lincoln Investment Planning, LLC, a wealth management and financial services firm, formally reported a data security incident to the Vermont Attorney General on September 17, 2026. The public filing describes the incident as a data breach but does not specify its nature, such as how unauthorized access occurred.

According to the official filing, the exposed information includes a range of sensitive client data. The categories identified are Full Name, Social Security Number, Financial Account Number, Date of Birth, Routing Number, Tax Identification Number, Investment Portfolio Details, and Home Address.

The exposure of such detailed personal and financial information carries inherent risks for affected individuals. This type of data can be targeted by malicious actors for purposes like identity theft, financial fraud, or unauthorized access to existing accounts.

Individuals who receive a breach notification from Lincoln Investment Planning should take proactive steps to protect themselves. It is advisable to carefully review financial account statements and credit reports for any unusual or unauthorized activity. Placing a fraud alert or credit freeze with credit reporting agencies can also help prevent new fraudulent accounts from being opened in one's name.

This information is based on the official data breach filing submitted by Lincoln Investment Planning, LLC to the Vermont Attorney General.