Dixon, IL Office

Chad Nicklaus is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with LPL Financial since 2011 and has a background with AIG American General Life Insurance Company dating back to 2003. Outside of his advisory role, he is an enrolled agent involved in tax preparation and accounting through Nicklaus Financial Service LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating technologies such as machine learning.

Steven Strum is a Series 66-registered financial advisor with LPL Financial, based in Dixon, Illinois. He has 10 years of industry experience, including roles at LPL Financial and Nicklaus Financial Service, LLC. In addition to advisory services, he provides tax preparation and planning as a member and enrolled agent, and serves as a notary to assist clients with required documentation. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a broad network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.