Creative Financial Planning Advisors
47yrs
Top advisor by experience in South Bend
New
Jon Dudkowski is a fiduciary financial advisor in South Bend, Indiana, registered since Nov 2025. Jon joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 107 advisors with offices in South Bend, and one of 95 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office2025 Edison Rd Suite A, South Bend, IN 46637
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowLPL Financial LLCCurrent firm
Contact Jon
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jon. 2025 Edison Rd Suite ASouth Bend, IN 46637Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jon
How do I contact Jon?
Call LPL Financial at (704) 733-3300 and ask for Jon Dudkowski. Jon works from the South Bend, IN office.
How long has Jon been a financial advisor?
Jon is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Pennfield Capital
44yrs
Top 1% by experience in Indiana
Cetera Investment Advisers
43yrs
Top 1% by experience at Cetera Investment Advisers
Merrill
42yrs
Top 2% by experience in Indiana
Cetera Investment Advisers
41yrs
Top 3% by experience in Indiana
Ameriprise Financial Services
41yrs
Top 3% by experience in Indiana