Lincolnbridge Financial Planning, LLC
CRD 333779SEC# 801-131768Oglesby, IL
No longer SEC-registered. Lincolnbridge Financial Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$39.8M
Employees
3
Accounts
312
Location
Oglesby, IL
Lincolnbridge Financial Planning, LLC assets under management
Lincolnbridge Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Oglesby, IL. It reports $39.8 million in regulatory assets under management and employs 3 people.
Lincolnbridge Financial Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory James Vogel Control | Founding Partner And Chief Financial Officer | 25-50% | 2025 |
| John A Bellino Control | Founding Partner & Chief Operating Officer | 25-50% | 2025 |
| Michael Bruce Barrie Control | Founding Partner And Chief Compliance Officer | 25-50% | 2025 |
Frequently asked questions
How much does Lincolnbridge Financial Planning, LLC manage?
Lincolnbridge Financial Planning, LLC reports $39.8 million in regulatory assets under management on its Form ADV.
How many employees does Lincolnbridge Financial Planning, LLC have?
Lincolnbridge Financial Planning, LLC reports 3 employees.
Where is Lincolnbridge Financial Planning, LLC located?
Lincolnbridge Financial Planning, LLC is based in Oglesby, IL.
Does Lincolnbridge Financial Planning, LLC disclose fund performance?
Lincolnbridge Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 141 E Walnut Street, Oglesby, IL 61348 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$39.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$39.8Mregulatory AUM
Discretionary $38.6MNon-discretionary $1.2M