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Gregory James Vogel

LINCOLNBRIDGE FINANCIAL PLANNING, LLC·OGLESBY, Illinois
Clean recordLINCOLNBRIDGE FINANCIAL PLANNING, LLC
141 E WALNUT STREET, OGLESBY, IL 61348CRD# 7024723Firm CRD# 333779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory James Vogel · OGLESBY, IL
Registration
CRD #7024723 · LINCOLNBRIDGE FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory James Vogel is a registered financial advisor based in OGLESBY, Illinois, affiliated with LINCOLNBRIDGE FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LINCOLNBRIDGE FINANCIAL PLANNING, LLC
LINCOLNBRIDGE FINANCIAL PLANNING, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LINCOLNBRIDGE FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7024723
Firm CRD# 333779
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory James Vogel offer?
Gregory James Vogel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OGLESBY, Illinois for a consultation.
What are Gregory James Vogel's credentials?
Gregory James Vogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory James Vogel located?
Gregory James Vogel is based in OGLESBY, Illinois, working with LINCOLNBRIDGE FINANCIAL PLANNING, LLC. Their office serves clients in the OGLESBY metropolitan area and surrounding communities.
How does Gregory James Vogel charge for services?
Gregory James Vogel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLNBRIDGE FINANCIAL PLANNING, LLC?
LINCOLNBRIDGE FINANCIAL PLANNING, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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