Gregory Vogel
Lincolnbridge Financial Planning · Oglesby, Illinois
Gregory Vogel is a fee-only financial advisor at Lincolnbridge Financial Planning in Oglesby, Illinois, who holds the ChFC credential. Lincolnbridge Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lincolnbridge Financial Planning |
|---|---|
| Based in | Oglesby, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $54.7M across 418 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IL, TX · CRD 7024723 |
| Exams passed | Series 66 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lincolnbridgefp.com |
| Profile |
How Gregory's firm compares
- Lincolnbridge Financial Planning's average account is about $131,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Gregory
Is Gregory Vogel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Lincolnbridge Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Lincolnbridge Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Vogel based?
Gregory Vogel is based in Oglesby, Illinois.
What credentials does Gregory Vogel hold?
Gregory Vogel holds the ChFC credential.
Is Gregory Vogel registered with the SEC?
Yes. Gregory Vogel is registered as an investment adviser representative in IL and TX (CRD 7024723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lincolnbridge Financial Planning manage?
Lincolnbridge Financial Planning reports $54.7M across 418 accounts in assets under management.
How do I contact Gregory Vogel?
Through Gregory's website, www.lincolnbridgefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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