Paul Elliott Nick

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Chicago, IL
• 06/1998 → 01/2025
  Lincoln National Life Insurance Company
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vero Beach, FL

Previous Registrations

• 1999-07-29 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL
  Vero Beach, FL
  Vero Beach, FL

Other Businesses

1) PAUL E. NICK 8755 W. HIGGINS RD., STE 200 CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: SELL AND SERVICE ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, TRADITIONAL LIFE INSURANCE, LONG TERM CARE INSURANCE START DATE: 09/76 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 16 2) PAUL E. NICK POSITION: Owner NATURE: Offer insurance products through various carriers. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 16 START DATE: 09/15/1976 ADDRESS: 8755 W. Higgins Rd., Ste 200, Chicago IL 60631, United States DESCRIPTION: Offer Products to Clients 3) ANN L. NICK FAMILY TRUST POSITION: Trustee NATURE: I am the trustee of my deceased wife's trust account. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/11/2012 ADDRESS: 8755 W Higgins Rd, Ste 200, Chicago IL 60631, United States DESCRIPTION: Act as a trustee; invest assets; the trust powers in Article VII limit my activity. 4) AGENT UNDER FAMILY MEMBER'S POWER OF ATTORNEY POSITION: Agent NATURE: Manage my mother-in-law's financial affairs INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/10/2013 ADDRESS: 696 S BRISTOL CT, LAKE FOREST IL 60045-4840, United States DESCRIPTION: Pay bills, arrange for care services, move money around to create cash to pay bills, file tax returns and consult with existing advisors 5) CO-TRUSTEE OF MY MOTHER IN LAWS TRUST ACCOUNT POSITION: Trustee NATURE: Under the terms of the trust, manage the assets in the trust and provide for distributions of principal on an as needed basis. At the time of her death, to see to the distribution of the assets in the trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2018 ADDRESS: 8755 W. Higgins Rd. Ste 200, Chicago IL 60631, United States DESCRIPTION: Consult with my mother-in-law on cash flow needs, determine where to get funds to meet those needs, pay bills if necessary on her behalf and any other functions allowed under the trust powers. 6) ELSA TRUST POSITION: Successor Trustee NATURE: Generation Skipping Trust for my mother-in-law INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2025 ADDRESS: 696 S. Bristol Ct., Lake Forest IL 60045, United States DESCRIPTION: I will take over handling the administrivia of the role of trustee: signing tax returns, paying bills of the trust, etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-09-14

Designations

Other Names

• Paul E Nick