Nicholas M Pagliai
Investment adviser representative at Lincoln Investment
11 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Lincoln InvestmentSep 2025 to now
- UnemployedApr 2025 to Sep 2025
- Wealth Management CompanyDec 2020 to Apr 2025
- Kevin JohnsonNov 2020 to Apr 2025
- Northwestern Mutual Investment Services LLCNov 2020 to Apr 2025
- UnemployedOct 2020 to Nov 2020
- Klevens Capital ManagementFeb 2020 to Oct 2020
- Kms Financiial Services IncFeb 2020 to Oct 2020
- UnemployedOct 2019 to Feb 2020
- Wesley BurnsJul 2019 to Nov 2019
- Northwestern Mutual Investment Services LLCJun 2019 to Nov 2019
- Antoine ToussaintMay 2019 to Nov 2019
- Welsey BurnsMay 2019 to Jul 2019
- Fifth Third BankApr 2018 to May 2019
- Merrill Lynch Pierce Fenner and SmithJul 2017 to Apr 2018
- Fifth Third BankFeb 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6714923
- Firm CRD
- 519