Advisor at Lincolnbridge Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lincolnbridge Financial Planning, LLC
Location
Oglesby, IL 61348
Credentials
ChFC®, Series 63
Industry experience
11 years
Flat fee up to $10,000 for Financial Planning and Consulting services
Up to 1.50% annually for Asset Management and Comprehensive Portfolio Management services
Hourly fee of $500 used for calculating refunds upon termination of Financial Planning & Consulting services
Fee-only: Flat fees up to $10,000 for Financial Planning and Consulting services
Lincolnbridge Financial Planning, LLC
2025 - Present (1 year)
Northwestern Mutual Wealth Management Company
2024 - 2025 (1 year)
Northwestern Mutual Life Insurance Company
2024 - 2025 (1 year)
BTNJT, Inc.
2024 - 2025 (1 year)
Illinois Valley Community College, 8
2020 - 2024 (4 years)
Northwestern Mutual Wealth Management Company
2018 - 2024 (6 years)
Northwestern Mutual Investment Services Llc
2014 - 2025 (11 years)
Nicholas Potthoff
2014 - 2024 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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