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Case File: Coordinated Planning Data Breach

This file collects the dated facts on record for the Coordinated Planning incident. The state report is dated May 28, 2025.

Timeline

  1. May 28, 2025Report filed in NebraskaDate the notice was lodged with the Nebraska Attorney General.

Case facts

Filing state
Nebraska
Date reported
May 28, 2025
Receiving office
Nebraska Attorney General

Case notes

Coordinated Planning, a firm specializing in comprehensive wealth management and financial advisory services, filed a data security incident report with the Nebraska Attorney General's Office on May 28, 2025. The company's notification indicates that a data breach occurred, compromising personal information it held for clients.

Operating in the financial planning sector, Coordinated Planning routinely collects, processes, and stores extensive personal and financial data. This includes detailed records essential for investment portfolios, tax strategies, and estate planning, making the organization a significant target for cyber threats seeking sensitive information.

While the exact nature of the compromise is under investigation, breaches at financial firms can result from various cyberattack methods, such as unauthorized network intrusions, credential theft, or vulnerabilities in digital systems. Such incidents may allow malicious actors to access internal databases or client management systems, potentially for extended periods, and systematically extract confidential data.

The exposure of personal information from a financial planning firm can create significant, long-term risks for affected individuals. Because such firms often maintain comprehensive records, bad actors may gain sufficient information to attempt identity theft, unauthorized financial account access, or fraudulent activities. It is important to note that the specific categories of data involved in this incident have not been detailed in public filings.

Under federal regulations, including the Gramm-Leach-Bliley Act (GLBA), and relevant Nebraska data protection statutes, Coordinated Planning is obligated to implement robust administrative, physical, and technical safeguards to protect client information. The occurrence of a data security incident suggests that these defenses were circumvented by unauthorized parties.

Individuals who receive a formal data breach notification from Coordinated Planning should carefully review the information provided. It is generally recommended to remain vigilant by regularly checking financial statements, credit reports, and other personal accounts for any signs of suspicious activity or unauthorized transactions. If anything unusual is detected, contact the relevant financial institution immediately.

Questions about this case file

Where does the Coordinated Planning case file come from?
Every entry is taken from the breach report Coordinated Planning lodged with the Nebraska Attorney General. Nothing here is estimated.
Why do the incident date and the report date differ?
Companies usually investigate before they report. The gap between the two dates shows how long that took.
What does the records-affected figure count?
It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.
Does this case file change over time?
Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.

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