Susan Mary Oberlies
Senior Vice-President, Corporate Counsel/SecretaryLincoln Investment Planning, LLCCRD 3009149
About Susan Mary Oberlies
Susan Mary Oberlies is listed as Senior Vice-President, Corporate Counsel/Secretary at Lincoln Investment Planning, LLC in Fort Washington, PA. Form ADV reports a beneficial ownership band of Under 5%. Susan Mary Oberlies is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Lincoln Investment Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Susan Mary Oberlies work?
Susan Mary Oberlies is listed as Senior Vice-President, Corporate Counsel/Secretary at Lincoln Investment Planning, LLC on SEC Form ADV.
How much of Lincoln Investment Planning, LLC does Susan Mary Oberlies own?
Form ADV reports a beneficial ownership band of Under 5%.
Lincoln Investment Planning, LLC
| Title | Senior Vice-President, Corporate Counsel/Secretary |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Capital Analysts, LLC
| Title | Senior Vice President, Corporate Counsel And Secretary |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |