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Michael Bruce Barrie

Advisor at Lincolnbridge Financial Planning, LLC — Oglesby, IL

Updated today

Credentials

ChFC®, Series 63

Experience

11 years

Location

Oglesby, IL 61348

Lincolnbridge Financial Planning, LLC logo

Lincolnbridge Financial Planning, LLC

Supported

Total advisors

3

Clients per advisor

82 High

Avg AUM per client

$213,781 Very Low

HNW client ratio

22% Typical

About

Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.

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

Oglesby, IL

141 E Walnut Street

Oglesby IL 61348

Advisors at this office

3

Most active in

Illinois · Texas

Work history

11 years of industry experience

Lincolnbridge Financial Planning, LLC

2025 - Present • 1 year

Oglesby, IL

Northwestern Mutual Wealth Management Company

2024 - 2025 • 1 year

Milwaukee, WI

Northwestern Mutual Life Insurance Company

2024 - 2025 • 1 year

Milwaukee, WI

BTNJT, Inc.

2024 - 2025 • 1 year

Ottawa, IL

Illinois Valley Community College, 8

2020 - 2024 • 4 years

Oglesby, IL

Northwestern Mutual Wealth Management Company

2018 - 2024 • 6 years

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2014 - 2025 • 11 years

Ottawa, IL

Nicholas Potthoff

2014 - 2024 • 10 years

Ottawa, IL

Disclosures

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

Business activities & affiliations

user avatar

Taylor A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds a Series 66 designation. He has nine years of industry experience, including positions at Raymond James Financial Services. Outside of advisory work, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides retirement, estate, and investment planning services for individuals, trusts, estates, and business entities. The firm emphasizes comprehensive financial planning and uses a combination of fundamental and technical security analysis across a broad range of instruments.

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 Armstrong & Associates, Inc. in Ottawa, IL, holding a Series 66 designation and nine years of industry experience. He has been with Armstrong & Associates, Inc. since 2017 and is also affiliated with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016-2017. Armstrong & Associates, Inc. provides retirement, estate, and investment planning services for individuals, trusts, estates, and business entities. The firm offers comprehensive financial planning and portfolio analysis using a combination of fundamental and technical security analysis and a broad range of investment instruments.

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 40 years of experience in financial advising. He is president of Armstrong & Associates, Inc., where he has worked since 1987. Armstrong also serves as a director on the board of First Ottawa Bancshares, Inc. Armstrong & Associates, Inc. provides retirement, estate, and investment planning for individuals, trusts, estates, and business entities. The firm offers comprehensive financial planning and uses both fundamental and technical analysis across a broad range of investment instruments.

General retirement planning Business Financial Management Founder/Business Owner
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John B

Series 63, Series 65

Oglesby, IL

Lincolnbridge Financial Planning, LLC

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.

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