Stephen C Strum, MBA

Financial Representative

My Mission

Through hard work and a commitment to excellence it is my mission to help my clients identify their goals and develop an actionable, individualized financial plan to achieve those goals and create lasting financial security.

Inspire actions, secure futures, enhance lives.

From left-to-right: Grayce Somerville, Frances Prince, Drew Thompson, Steve Strum, Joey Banghart, Angie Swanson, Mike McCaffrey


A Message From Steve

For many business owners and busy professionals, achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams.

Whether you are concerned about your own financial situation or that of your family or your business, I will use my family’s “tale of two financial plans” as inspiration to help you create well thought out objectives, clear action steps, and a realistic timetable to achieve your financial goals and protect the people and things you care about most.

Your financial security is my priority and I am committed to helping you live the life you envision for yourself and your family and your business.

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The Business Corner

If you own or operate a business, please visit our Business Planning Center.
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With a focused expertise on the business owner, Steve Strum can provide guidance for any stage of your business:


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck