Theresa Anne Wiedmann

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-04-05

PA RA
APPROVED

Since 2011-04-05

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Willow Grove, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Jenkintown	PA	09/1982	Present

09/1982 → Present

Lincoln Investment Planning, Inc.

Jenkintown, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1981-12-29

S63 Uniform Securities Agent State Law Examination

1981-12-29

Designations

Certified Financial Planner

View on SEC IAPD