LINCOLNBRIDGE FINANCIAL PLANNING, LLC
CRD #333779 SEC #801-131768 OGLESBY, IL 815-296-8855
SEC Registered
Total AUM
$39.8M
Discretionary
$38.6M
Employees
3
Clients
0
Accounts
312
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Vogel, Gregory, James | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| LBFP HOLDINGS, LLC | DE | OWNER | E | Control |
| BARRIE, MICHAEL, BRUCE | I | FOUNDING PARTNER | C | Control |
| BARRIE, MICHAEL, BRUCE | I | FOUNDING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARRIE, MICHAEL, BRUCE | I | FOUNDING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| Bellino, John, A | I | FOUNDING PARTNER | C | Control |
| Bellino, John, A | I | FOUNDING PARTNER & CHIEF OPERATING OFFICER | C | Control |
| Bellino, John, A | I | FOUNDING PARTNER & CHIEF OPERATING OFFICER | C | Control |
| Vogel, Gregory, James | I | FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, AND CHIEF FINANCIAL OFFICER | C | Control |
| Vogel, Gregory, James | I | FOUNDING PARTNER AND CHIEF FINANCIAL OFFICER | C | Control |
| Vogel, Gregory, James | I | FOUNDING PARTNER AND CHIEF FINANCIAL OFFICER | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (2)
IL TX
Address
141 E WALNUT STREETOGLESBY, IL 61348
United States
Phone: 815-296-8855