Meet the Investment Team
Financial Advisors
Our Financial Advisors, available through LPL Financial, are ready to help you plan for retirement and manage your financial future. Complete our contact form to connect with a member of our Investment Team or reach out directly to our team.
Check the background of investment professionals on FINRA's BrokerCheck.
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LPL Account View
Track all your investments in one place. You can use our client guide to navigate the platform.
Phil
Hogan
Financial Advisor
Serving: Avon, Bottleworks, Brownsburg, Campus, College Park, Downtown, Evansville, Plainfield, Westside, and Zionsville
Joe
Waltermann
Financial Advisor
Serving: Beech Grove, Center Grove, Eastside, Ellettsville, Franklin, Greenwood, Jeffersonville, New Albany, Patterson, Southside, and Stop 11
Ted
Spurgeon
Financial Advisor
Serving: Carmel, Castleton, Fishers, Marion, Muncie, Noblesville, Old Meridian, Spring Mill Road, West Carmel, and Westfield
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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. Indiana Members Credit Union and Indiana Members Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Indiana Members Investment Services, and may also be employees of Indiana Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Indiana Members Credit Union or Indiana Members Investment Services. 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 |
Indiana Members Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Indiana Members Credit Union for these referrals. This creates an incentive for Indiana Members Credit Union to make these referrals, resulting in a conflict of interest. Indiana Members Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.