This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

LINCOLNBRIDGE FINANCIAL PLANNING, LLC

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S66

First exam

Dec 9, 2023

First registration

Jan 16, 2024

Dual registered

no

Other names

Greg James Vogel|Greg J Vogel|Greg J Vogel

IAPD individual key

7024723

• Occurred

  Jan 16, 2025
  Advisor changed firm

  Gregory James Vogel left Northwestern Mutual Investment Services,Llc for Lincolnbridge Financial Planning, Llc (registered 2025-01-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eecfc3a3-30be-444f-694f-194f80194008

First observed

Jan 16, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.