| 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 |
Lincolnbridge Financial Planning, LLC reports $39.8 million in regulatory assets under management on its Form ADV.
Lincolnbridge Financial Planning, LLC reports 3 employees.
Lincolnbridge Financial Planning, LLC is based in Oglesby, IL.
Lincolnbridge Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 141 E Walnut Street, Oglesby, IL 61348 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $38.6M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $39.8M |