Steve Dum

Steve Dum Email and Phone Number

Principal at Providence Financial Group
Steve Dum's Location
Indianapolis, Indiana, United States, United States
Steve Dum's Contact Details

Steve Dum work email

Steve Dum personal email

n/a
About Steve Dum

Created Providence Financial Group to provide financial direction to individuals and businesses in the Indianapolis area. In the past, Steve was a Principal at SomersetCPA's and founded Fringe Benefit Planners in 1984, along with his partner, Larry Dykes. Specialties: retirement planning and advanced business and estate planning for business owners

Steve Dum's Current Company Details

Principal at Providence Financial Group
Steve Dum Work Experience Details
  • Wealth Management
    Principal, Wealth Management
    Wealth Management 1999 - 2011
    Prior to joining Somerset, Steve founded Fringe Benefit Planners in 1984, along with his partner, Larry Dykes. Steve has brings his expertise in money management, retirement planning and advanced business and estate planning to individuals and business owners. Steve’s ability to listen to his clients’ needs and recommend appropriate, tax-favored solutions has kept Steve as a top planner in the industry. Steve’s credentials include Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and Certified Mutual Fund Counselor. Additionally, he is a member of the Board of Regents of the National Heritage Foundation, Inc.; Planned Giving Group of Indiana; Estate Planning Council of Indiana and the National Association of Securities Dealers. Steve received his B.S. degree from Indiana University in 1979 in accounting and was a member of the Indiana University Varsity Wrestling team from 1975 to 1979.
  • Fringe Benefit Planners
    Owner
    Fringe Benefit Planners 1984 - 1999

Steve Dum Skills

Estate Planning Retirement Planning Strategic Planning Life Insurance Small Business Certified Financial Planner Customer Service Financial Planners Financial Planning Team Building Leadership Employee Benefits Wealth Management Financial Advisory Investments Securities Personal Finance Mutual Funds Retirement 401k Pensions Wealth Management Services Investment Strategies Etfs High Net Worth Individuals Wealth Accumulation Finance

Steve Dum Education Details

Frequently Asked Questions about Steve Dum

What is Steve Dum's role at the current company?

Steve Dum's current role is Principal at Providence Financial Group.

What is Steve Dum's email address?

Steve Dum's email address is sd****@****pas.com

What is Steve Dum's direct phone number?

Steve Dum's direct phone number is +131747*****

What schools did Steve Dum attend?

Steve Dum attended Indiana University Bloomington, Indiana Wesleyan University's Adult Program.

What are some of Steve Dum's interests?

Steve Dum has interest in Money Management.

What skills is Steve Dum known for?

Steve Dum has skills like Estate Planning, Retirement Planning, Strategic Planning, Life Insurance, Small Business, Certified Financial Planner, Customer Service, Financial Planners, Financial Planning, Team Building, Leadership, Employee Benefits.

Not the Steve Dum you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.