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LINCOLNBRIDGE FINANCIAL PLANNING, LLC
CRD 333779 · SEC 801-131768
141 E WALNUT STREET, OGLESBY, IL, 61348, United States
Phone
815-296-8855
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.7M
Discretionary AUM
$52.6M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $26.9M |
| High net worth individuals | 55 | $25.7M |
| Pension/profit sharing plans | 2 | $2.1M |
All web addresses on file
Official SEC filing: View on IAPD