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LINCOLNBRIDGE FINANCIAL PLANNING, LLC

OGLESBY, IL · CRD 333779 · IAPD ↗ · lincolnbridgefp.com · 815-296-8855

$39.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
August 2025 — LINCOLNBRIDGE FINANCIAL PLANNING, LLC (OGLESBY, IL) left the SEC roster — its 120-day provisional registration did not convert (was $39.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
February 2025 — LINCOLNBRIDGE FINANCIAL PLANNING, LLC (OGLESBY, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.