Lincolnbridge Financial Planning, LLC
Firm details
- Headquarters
- Oglesby, Illinois
- CRD number
- 333779
- Registered since
- January 7, 2025
- Website
- www.lincolnbridgefp.com
- Custodians
- CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals49.08%
- HNWI47%
- Pension & Profit Sharing Plans3.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lincolnbridge Financial Planning, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and listed with an SEC registration year of 2025. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its advisory services center on comprehensive financial planning and portfolio management for individuals, small businesses and institutions, and it also provides pension consulting services. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 3
Michael Barrie
Founding PartnerCRD 6273708
John Bellino
Founding PartnerCRD 6955220
Gregory Vogel
Founding PartnerCRD 7024723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oglesby, IL
La Salle
Location
Oglesby, IL
Headquartered in Oglesby, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- La Salle
- Address
- 141 E Walnut St
- Time zone
- CT (UTC-6)
- Office locations
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