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Susan Mary Oberlies

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania
SIE, Series 6, Series 26, Series 63Clean recordLINCOLN INVESTMENT PLANNING, LLC
601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 3009149Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Mary Oberlies · FORT WASHINGTON, PA
Registration
CRD #3009149 · LINCOLN INVESTMENT PLANNING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
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 Susan Mary Oberlies offer?
Susan Mary Oberlies specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Susan Mary Oberlies's credentials?
Susan Mary Oberlies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Mary Oberlies located?
Susan Mary Oberlies 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 Susan Mary Oberlies charge for services?
Susan Mary Oberlies'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

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Maureen Ann Mattson
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Debra Ann Patterson
FORT WASHINGTON, PA
Diane Mulherrin Mccarthy
FORT WASHINGTON, PA
Anthony Charles Bueti
FORT WASHINGTON, PA
Christopher Thomas Kelm
FORT WASHINGTON, PA

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