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Paul Otto Stage

Lincoln Douglas Investments, LLC

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About Paul Otto Stage

Paul Otto Stage is a financial advisor with over 39 years of experience in the industry. Paul is currently registered with Lincoln Douglas Investments, LLC, a firm that specializes in providing financial planning and portfolio management services for individuals. Paul has a strong track record of success in helping clients achieve their financial goals. He is a Series 63, Series 6TO, and SIE licensed professional. Prior to joining Lincoln Douglas Investments, LLC, Paul was registered with Nationwide Securities, LLC and Nationwide Securities, Inc. Paul is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Paul Stage is currently registered with Lincoln Douglas Investments, LLC. Lincoln Douglas Investments, LLC is a Limited Liability Company formed in 2010. The firm provides financial planning and portfolio management services for individuals. They are registered in 42 states and the SEC and manage approximately $42,533,025 in assets for 124 clients.

$42.53M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Stage’s Registration & Firm History

OH

06/02/2020 - Present

Lincoln Douglas Investments, LLC (MT. VERNON OH)

NY

11/29/2004 - 06/04/2020

NATIONWIDE SECURITIES, LLC (JAMESTOWN NY)

OH

07/17/1983 - 11/22/2004

NATIONWIDE SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 09/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Otto Stage.
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