Broker-dealer · Form D Item 12

Lincoln Investment Planning

Lincoln Investment Planning (FINRA CRD 519) is named in Item 12 of the Form D filings for 3 DST offerings with a Top1031 record, from 2021 to 2026.

FINRA CRD
519
DST offerings
3
Sponsors
2
First named
2021
Latest named
2026
Source
SEC Form D, Item 12
FINRA BrokerCheck ↗

Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.

A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.

Offerings by year

Year first filedOfferings
20261
20241
20211

Offerings by sponsor

SponsorOfferings
Hines1
Inland Private Capital2

Offerings that name Lincoln Investment Planning

Active (1)

Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.

$107.6MMar 9, 2026

Historical (2)

RookwoodHinesNet lease · Cincinnati, OHSEC filing, Jun 6, 2025
$194.0MJun 10, 2024
Sold out

Data updated Oct 6, 2026