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Robb A DeJonge

Private Member Group at Notre Dame FCU

2025 Edison Rd
Suite A

South Bend, IN 46637

574-400-4786

About Private Member Group at Notre Dame FCU

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.

See Disclosures

General Information

Firm Start Year

1922

CRD#

2912462

Firm CRD#

6413

Insurance License#

0164657

States Licensed in

MI, IN, OH, WI, AZ, SC, TN

Years of Experience in Financial Services

25

Number of Years with Current Firm

10

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Portfolio Management

Services

Investment Types

Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Phone, Our Office, Your Home, Email, Video Conference, Your Office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

LUTCF®, AIF®

Securities Licenses

Series 66, Series 24, Series 7

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Annuity

Firm Information

Assets Managed by Advisor

$250 Million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions

Fee % Based on Assets

1-1.5%

Education

Bachelor of Science - Biology

Indiana University
8/1988 - 5/1992

Disclosures

FinancialAdvisor.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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