Gregg Perrey, Indiana Members Investment Services Representative

Gregg Perrey
Financial Advisor
8910 Wesleyan Road, Ste. C
Indianapolis, IN 46268
Office (317) 610-3945
Fax (317) 610-3948

As a Financial Advisor, Gregg is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Gregg is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of NASD and SIPC. Gregg is also a licensed insurance representative of CUNA Mutual Life Insurance Company:

Education:

• B.A., Business, Indiana University, 1985

Career Highlights:

• Financial services industry, 1991 to present
• MEMBERS Capital Advisors Excellence Award Winner, 2005-2006
• American Funds All American Team member, 2004-2006
• MEMBERS Capital Advisors Platinum Paragon Award Winner, 2003-2004
• MEMBERS Capital Advisors Paramount Award Winner, 2003-2004
• CUNA Brokerage Division Personal Development Leader, 2001
• CUNA Brokerage Fast Start Award, 2001

Call today for more information or to arrange a meeting. There is no obligation.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.