wiseradvisor


Robb A DeJonge, LUTCF®, AIF®
Private Member Group at Notre Dame FCU

Tel: 574-400-4786
2025 Edison Rd
Suite A
South Bend, IN 46637
Private Member Group at Notre Dame FCU | Financial Advisor in South Bend ,IN

About Robb A DeJonge

Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.


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

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   1922
Insurance License#:   0164657
States Licensed in:   MI, IN, OH, WI, AZ, SC, TN
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

Qualifications & Memberships

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:   Based on Assets, Commissions
Fee % Based on Assets:   1-1.5%

Board Positions

Organization :   Brandywine Community Schools
Position :   School Board Trustee
Duration :   7/2008-6/2016

Education

Bachelor of Science  - Biology   Indiana University
8/1988-5/1992

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor 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

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


Communities Served

Michiana and surrounding areas
brokercheck

Nearby Financial Advisors View All Financial Advisors In Indiana