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Maureen Ann Mattson

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania
Series 14Clean recordLINCOLN INVESTMENT PLANNING, LLC
601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 5952728Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maureen Ann Mattson · FORT WASHINGTON, PA
Registration
CRD #5952728 · LINCOLN INVESTMENT PLANNING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 14
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LINCOLN INVESTMENT PLANNING, LLC
CRD 519 · SEC 801-14059
AUM
$17.2B
Regulatory assets under management
Employees
1,297
203,427 client accounts
Services offered by LINCOLN INVESTMENT PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LINCOLN INVESTMENT PLANNING, LLC →
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Frequently Asked Questions

What services does Maureen Ann Mattson offer?
Maureen Ann Mattson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Maureen Ann Mattson's credentials?
Maureen Ann Mattson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maureen Ann Mattson located?
Maureen Ann Mattson is based in FORT WASHINGTON, Pennsylvania, working with LINCOLN INVESTMENT PLANNING, LLC. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does Maureen Ann Mattson charge for services?
Maureen Ann Mattson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN INVESTMENT PLANNING, LLC?
LINCOLN INVESTMENT PLANNING, LLC has approximately 1297 employees and manages $17.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LINCOLN INVESTMENT PLANNING, LLC

Thomas Forst
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Debra Ann Patterson
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Diane Mulherrin Mccarthy
FORT WASHINGTON, PA
Anthony Charles Bueti
FORT WASHINGTON, PA
Christopher Thomas Kelm
FORT WASHINGTON, PA
Edward Samuel Jr Forst
FORT WASHINGTON, PA
CFP

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