Did Lincoln Investment Planning, LLC have a data breach?

Answer

Yes. Lincoln Investment Planning, LLC reported a data breach to the Vermont Attorney General on September 17, 2026.

What the filing says

Reported to: Vermont Attorney General
Filing date: September 17, 2026
Breach date: Not stated in the filing
People affected: Not stated in the filing

Information involved

Full Name
Social Security Number
Financial Account Number
Date of Birth
Routing Number
Tax Identification Number
Investment Portfolio Details
Home Address

In plain terms

Lincoln Investment Planning, LLC filed a report with the Vermont Attorney General on September 17, 2026, detailing an unspecified data security incident. The filing indicates the exposure of sensitive personal and financial data, which could put affected individuals at risk of identity theft or financial fraud.

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.

Other filings by Lincoln Investment Planning, LLC

Companies often file the same breach in several states. Each filing is listed separately.

Commonly recommended next steps

Freeze your credit
Place a free credit freeze with Equifax, Experian, and TransUnion. A freeze blocks new accounts from being opened in your name and can be lifted anytime.
Guard against tax fraud
File your tax return as early as possible and consider requesting an IRS Identity Protection PIN so no one can file a fraudulent return in your name.
Watch your financial accounts
Review bank and card statements for unfamiliar activity and turn on transaction alerts. Report anything you don't recognize to your bank right away.
Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

Look up another company

Other breaches reported in Vermont

DataBreachSearch.com reports what was filed with state regulators. It is not legal advice, is not a law firm, and is not affiliated with any government agency or with Lincoln Investment Planning, LLC.