Gregory J. Vogel

LINCOLNBRIDGE FINANCIAL PLANNING

OGLESBY, IL 61348

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CRD#: 7024723

Professional summary

Gregory James Vogel, who also goes by Greg J Vogel, Greg James Vogel, is a registered financial advisor currently at LINCOLNBRIDGE FINANCIAL PLANNING, LLC located in Oglesby, Illinois.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Gregory has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg J Vogel | Greg James Vogel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Vogel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 7, 2025 - Present

LINCOLNBRIDGE FINANCIAL PLANNING, LLC

Office #1: 141 E Walnut Street, Oglesby, IL 61348

RIA

CRD#: 333779

OGLESBY, IL

Past

January 16, 2024 - January 16, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

OTTAWA, IL

Past

November 16, 2023 - January 16, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

OTTAWA, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/7/2025)

IAR

Texas
(1/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/9/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/16/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/9/2023

Securities Industry Essentials Examination

Current Firm

LINCOLNBRIDGE FINANCIAL PLANNING, LLC

CRD#: 333779 / SEC#: 801-131768

RIA

Registered Investment Advisory firm - (7/9/2025 Terminated)

Illinois

Registered Investment Advisory firm - (5/19/2025 Approved)

Texas

Registered Investment Advisory firm - (6/17/2025 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

141 E Walnut Street, Oglesby, IL 61348

Mailing Address

Phone number

(815) 296-8855

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B - MICHAEL BARRIE (3/26/2025)

FORM ADV PART 2B - GREGORY VOGEL (3/26/2025)

FORM ADV PART 2A FIRM BROCHURE (3/26/2025)

FORM ADV PART 2B - JOHN BELLINO (3/26/2025)

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 39,750,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory J. Vogel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Vogel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLNBRIDGE FINANCIAL PLANNING, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2023

Series 7TO

Date: 11/16/2023

SIE

Date: 1/9/2023

Current Firm

LINCOLNBRIDGE FINANCIAL PLANNING, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINCOLNBRIDGE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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