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Gregory James Vogel

Lincolnbridge Financial Planning, LLC

Oglesby, IL

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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 2025-01-07
TX RA APPROVED 2025-01-07
  • IL RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-07

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
State Farm Insurance Bloomington IL 09/1985 03/2018
Retired Or Never Worked Bloomington IL 04/2018 09/2018
Nicholas Potthoff Ottawa IL 10/2018 04/2020
Northwestern Mutual Investment Services Llc Ottawa IL 12/2022 01/2025
Nicholas Potthoff Ottawa IL 04/2020 01/2025
State Farm Insurance Bloomington IL 09/1985 03/2018
Retired Or Never Worked Bloomington IL 04/2018 09/2018
Nicholas Potthoff Ottawa IL 10/2018 04/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2020 01/2025
Nicholas Potthoff Ottawa IL 10/2018 04/2020
Nicholas Potthoff Ottawa IL 04/2020 01/2025
Northwestern Mutual Investment Services Llc Ottawa IL 01/2023 06/2023
Lincolnbridge Financial Planning, Llc Oglesby IL 01/2025 Present
  • 09/1985 → 03/2018
    State Farm Insurance
    Bloomington, IL
  • 04/2018 → 09/2018
    Retired Or Never Worked
    Bloomington, IL
  • 10/2018 → 04/2020
    Nicholas Potthoff
    Ottawa, IL
  • 12/2022 → 01/2025
    Northwestern Mutual Investment Services Llc
    Ottawa, IL
  • 04/2020 → 01/2025
    Nicholas Potthoff
    Ottawa, IL
  • 09/1985 → 03/2018
    State Farm Insurance
    Bloomington, IL
  • 04/2018 → 09/2018
    Retired Or Never Worked
    Bloomington, IL
  • 10/2018 → 04/2020
    Nicholas Potthoff
    Ottawa, IL
  • 06/2020 → 01/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2018 → 04/2020
    Nicholas Potthoff
    Ottawa, IL
  • 04/2020 → 01/2025
    Nicholas Potthoff
    Ottawa, IL
  • 01/2023 → 06/2023
    Northwestern Mutual Investment Services Llc
    Ottawa, IL
  • 01/2025 → Present
    Lincolnbridge Financial Planning, Llc
    Oglesby, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-09
  • S66 Uniform Combined State Law Examination
    2023-12-09
Designations
Other Names
  • Greg James Vogel
  • Greg J Vogel
  • Greg J Vogel

View on SEC IAPD

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Other Offices

EDWARD JONES · OGLESBY, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Oglesby, IL
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LPL FINANCIAL LLC · LA SALLE, IL
OSAIC WEALTH, INC. · LA SALLE, IL
EDWARD JONES · LA SALLE, IL
PRINCIPAL SECURITIES, INC. · LA SALLE, IL
OSAIC WEALTH, INC. · PERU, IL

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