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John Bellino

Advisor at Lincolnbridge Financial Planning, LLC

Updated today

Location

Oglesby, IL 61348

Credentials

Series 63, Series 65

Industry experience

7 years

About

John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Client services

Based on Lincolnbridge Financial Planning, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Lincolnbridge Financial Planning, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing

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Fee options

Fixed

Flat fee up to $10,000 for Financial Planning and Consulting services; no retainer exceeding $500 when services cannot be rendered within 6 months

Percentage

Maximum 1.50% annually for Asset Management and Comprehensive Portfolio Management; fees are negotiable

Project-based

Hourly fee at $500/hour for Financial Planning services (used for refund calculation upon termination)

Other

Fee-only: Flat fee basis for Financial Planning and Consulting services up to $10,000; hourly rate for partial work upon termination is $500/hour

Location

141 E Walnut Street

Oglesby, IL 61348

Most active in

Illinois · Texas

Work history

Lincolnbridge Financial Planning

2025 - Present (1 year)

Northwestern Mutual Life Insurance Company

2024 - 2025 (1 year)

Northwestern Mutual Wealth Management Company

2024 - 2025 (1 year)

BTNJT, Inc.

2024 - 2025 (1 year)

Northwestern Mutual Wealth Management Company

2020 - 2025 (5 years)

Northwestern Mutual Investment Services LLC

2018 - 2025 (7 years)

Nicholas Potthoff

2018 - 2024 (6 years)

Nicholas Potthoff

2018 - 2018 (1 year)

American Nickeloid

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Taylor A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds the Series 66 designation. He has nine years of industry experience, including roles at Raymond James Financial Services Advisors Inc. since 2016. Outside of finance, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, trusts, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis across a variety of instruments, and offers services tailored to client goals without accepting discretionary authority or custody of client assets.

General retirement planning Business Financial Management Founder/Business Owner
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Ethan A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Ethan Armstrong is a financial advisor with Raymond James Financial in Ottawa, Illinois, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2016 and operates Armstrong & Associates, Inc., where he also serves as a financial adviser. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

General retirement planning Business Financial Management Founder/Business Owner
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Timothy A

ChFC®, Series 63

Streator, IL

Wealth Accumulation & Preservation, Inc.

Timothy Armstrong is a ChFC® credentialed financial advisor with 20 years of industry experience. He has been with Wealth Accumulation & Preservation, Inc. since 2011. Outside of his advisory role, he is involved in fixed insurance sales through Midland National and F&G Life. Wealth Accumulation & Preservation, Inc. is a small firm serving individuals, high-net-worth clients, and state or municipal government entities with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and is notable for its work with government clients and its affiliated insurance business.

Cash flow / budgeting General tax planning
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Bradley A

CFP®, Series 63

Ottawa, IL

Armstrong & Associates, Inc.

Bradley Armstrong is a CFP® with 39 years of experience in financial services. He has been with Armstrong & Associates, Inc. since 1987 and worked at LPL Financial, LLC from 1988 to 2016. Armstrong also serves as a director at First Ottawa Bancshares, Inc. Outside of his advisory role, he is involved in overseeing bank operations through his board position. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, partnerships, trusts, estates, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis to tailor recommendations based on client goals and risk tolerance.

General retirement planning Business Financial Management Founder/Business Owner
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Gregory V

ChFC®, Series 66

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Robert B

Series 63, Series 65

Streator, IL

Wealth Accumulation & Preservation, Inc.

Robert Benning is a financial advisor with Wealth Accumulation & Preservation, Inc. in Streator, Illinois. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wealth Accumulation & Preservation since 2011. Wealth Accumulation & Preservation, Inc. is a small advisory firm serving individuals, high-net-worth clients, and state or municipal government entities. The firm provides discretionary asset management and financial planning, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Cash flow / budgeting General tax planning
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