HackingFinancial ServicesFinanceStolen CredentialsTargetedPIIIdentity (basic)LowContained

LINCOLN INVESTMENT PLANNING, LLC

bd_b000a7069a5c6aa6 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jul 28, 2025

Filed

Sep 12, 2025

To disclose

7 weeks

Affected

2state residents only

Linked

4 filings

Confidence

65%

Full breach record for LINCOLN INVESTMENT PLANNING, LLC →3 incidents on file

Lincoln Investment Planning, LLC notified Montana residents of unauthorized access to a financial advisor's systems. Access occurred July 25, 2025; discovered July 28, 2025. Personal information of clients was accessed. The company offered 24 months of credit monitoring.

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Incident timeline

undetected · 3 days

discovery → filing · 7 weeks / 46 days

Jul 25, 2025

Begins

Jul 28, 2025

Discovered

Sep 12, 2025

Filed

vs. sector median

2 wks faster

This filing is one of 4 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

New Hampshire State AGbd_52ea1672803304732025-09-12Verified
Maine State AGbd_a53bfc281ef682eb2025-09-12Candidate
Massachusetts State AGbd_ae94934c7c4f144c2025-09-12Verified

Name: LINCOLN INVESTMENT PLANNING, LLC
norm: lincoln investment planning
Domain: lincolninvestment.com

Name: LINCOLN INVESTMENT PLANNING, LLC
norm: lincoln investment planning
Domain: lincolninvestment.com
Industry: Financial Servicesllm

Discovered: Jul 28, 2025
Breach occurred: Jul 25, 2025
Undetected for: 3 daysoccurrence → discovery
Materiality determined: —
Notification sent: Sep 12, 2025
Affected individuals: 2state-resident count only
Data types: PIIIdentity (basic)
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Federal law enforcement was notifiedWill be notifying relevant regulators
Initial access: valid_credentials

During the incident: Moved quickly to respond and investigate the suspicious activity
Ensured the security of our network
Reviewed the data involved to determine the individuals with personal information in scope
Notified federal law enforcement
Offering twenty-four (24) months of complimentary access to credit monitoring services through IDX
Changes made: Reviewing our policies and procedures to reduce the likelihood of similar future events
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 7 weeks(46 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 4 filings · 4 states

View merged incident ↗

New Hampshire State AGSep 12 · first

Maine State AGSep 12 · first

Massachusetts State AGSep 12 · first

Montana State AGSep 12 · first · this page

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://dojmt.gov/wp-content/uploads/2025/09/Consumer-notification-letter-38.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Sep 12, 2025
Raw hash: 5cd59289bb25d163f40c848cef200150f0167a9879c0ebff32befdf9ff6b9032

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityLINCOLN INVESTMENT PLANNING, LLC

Victim entityLINCOLN INVESTMENT PLANNING, LLC

Incidentdiscovered Jul 28, 2025

Stated responseMoved quickly to respond and investigate the suspicious activity

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov