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Gregory James Vogel

LINCOLNBRIDGE FINANCIAL PLANNING, LLC·OGLESBY, Illinois
SIE, Series 7TO, Series 66ChFCClean record2 years registeredLINCOLNBRIDGE 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 · 2 years registered
Brand Profile
Not yet started
01

Career History

LINCOLNBRIDGE FINANCIAL PLANNING, LLC
Jan 2025 – present
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Jan 2024 – Jan 2025
OTTAWA, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · January 16, 2024
Years registered · 2
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LINCOLNBRIDGE FINANCIAL PLANNING, LLC
CRD 333779 · SEC 801-131768
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Services offered by LINCOLNBRIDGE FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LINCOLNBRIDGE FINANCIAL PLANNING, LLC →
Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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