Steven Strum

Steven Strum

LPL Financial Planner and Enrolled Agent

Steven Strum is a Dixon native who has knowledge and experience in the following areas:

  • Financial planning
  • Individual retirement plans
  • Individual income tax planning and preparation
  • Business retirement/benefit plans
  • Trading individual stocks, bonds, CDs, mutual funds, and Exchange Traded Funds
  • General investment advice
  • Life, disability, and long term care insurance

Steve joined Nicklaus Financial Service in 2015 and became a partner in 2019.  He graduated with a Bachelor’s of Science degree in Accountancy from Northern Illinois University.  It is notable to mention that NIU’s Accountancy program was ranked in the top 10 nationally while Steve attended school there.  Taxes play a key role in any retirement plan and should be thoroughly considered during the Financial Planning process.

Steve is a LPL Financial Planner, as well as a licensed life and health insurance representative.  He is also recognized as an Enrolled Agent by the Department of the Treasury and Internal Revenue Service.

He remains active in the community as an ambassador for the Dixon Chamber of Commerce & Main Street, as well as volunteering for other local programs (i.e. Summer Eats and Scarecrow Festival).  While not working or volunteering, Steve enjoys spending time with his wife and two kids.  He also thoroughly enjoys playing soccer and looks forward to coaching his children one day.

Steve will be happy to review your current and future financial needs in order to develop a financial plan to help you pursue your goals.

Phone 815.288.3554