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Current Employers
Lincolnbridge Financial Planning, Llc

141 E Walnut Street, Oglesby, IL 61348 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-22
TX RA APPROVED 2025-01-22
  • IL RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED
    Since 2025-01-22

Branch Locations

141 E Walnut Street, Oglesby, IL 61348 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Nickeloid Peru IL 07/2015 05/2018
Nicholas Potthoff Ottawa IL 05/2018 08/2018
Northwestern Mutual Investment Services Llc Ottawa IL 08/2018 01/2025
Nicholas Potthoff Ottawa IL 08/2018 01/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2020 01/2025
Btnjt, Inc. Ottawa IL 01/2024 01/2025
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2024 01/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2024 01/2025
Lincolnbridge Financial Planning Oglesby IL 01/2025 Present
  • 07/2015 → 05/2018
    American Nickeloid
    Peru, IL
  • 05/2018 → 08/2018
    Nicholas Potthoff
    Ottawa, IL
  • 08/2018 → 01/2025
    Northwestern Mutual Investment Services Llc
    Ottawa, IL
  • 08/2018 → 01/2024
    Nicholas Potthoff
    Ottawa, IL
  • 03/2020 → 01/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2024 → 01/2025
    Btnjt, Inc.
    Ottawa, IL
  • 04/2024 → 01/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2024 → 01/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2025 → Present
    Lincolnbridge Financial Planning
    Oglesby, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
S63 Uniform Securities Agent State Law Examination 2020-03-03
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22
  • S63 Uniform Securities Agent State Law Examination
    2020-03-03
Other Names
  • John A Bellino

View on SEC IAPD

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