2025 Edison Rd
Suite A
South Bend, IN 46637
574-400-4786
At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.
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Can meet clients in the following ways
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
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Bachelor of Science - Biology
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Additional Detailed Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA /SIPC). Insurance products are offered through LPL or its licensed affiliates. Notre Dame Federal Credit Union and Private Member Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Private Member Group and may also be employees of Notre Dame Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Notre Dame Federal Credit Union and Private Member Group. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May lose value