Meet the Investment Team
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View our Financial Professionals' information below, or click here to have someone from our Investment Team contact you!
Gregg Perrey
Financial Advisor
Joe Waltermann
Financial Advisor
Ted Spurgeon
Financial Advisor
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12725 Old Meridian Street
Carmel, Indiana 46032
Carmel, Indiana 46032
Email: invest@imcu.com
Office: 317.610.3945
Fax: 317.610.3948
Fax: 317.610.3948
Gregg Perrey
Financial Advisor, LPL Financial
Gregg has been a Financial Advisor working with Indiana Members Investment Services Clients for almost 25 years! He graduated from Indiana University with a B.A, Business. He is married to his wife Vicki, and he has 3 grown daughters. He recently welcomed his first grandchild!
As a financial professional, Gregg is focused on providing credit union clients with access to quality financial products, and dependable service.
Serving: Brownsburg, Westside, College Park, Castleton, Marion, Noblesville, Muncie, Old Meridian, Fishers, West Carmel, Avon, Carmel, Westfield, Plainfield, and Zionsville
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 |
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.
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5105 Madison Ave.
Indianapolis, IN 46227
Email: invest@imcu.com
Office: 317.610.3945
Fax: 317.610.3948
Fax: 317.610.3948
Joe Waltermann
Financial Advisor, LPL Financial
Joe has over 30 years’ experience as a financial professional. He is dedicated to helping Indiana Members Investment Services Clients work towards their investment goals and being part of their financial journey.
Joe and his wife, Julie, have 3 adult children and have lived in Greenwood for over 30 years. They enjoy traveling and playing tennis and pickleball. Joe graduated from Indiana University and is now active in the Johnson County community, having served as past Board President for Johnson County Habitat for Humanity, past Board President for Leadership Johnson County, past Board Member for the Johnson County Community Foundation and current member with Aspire Johnson County.
Serving: Campus, Downtown, Beech Grove, Southside, Greenwood, Eastside, Franklin, Patterson Dr., Ellettsville, Center Grove, Stop 11, Eagle Crest, St. Joseph, Grant Line Rd., Newburgh, and River Ridge
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 |
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.
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12725 Old Meridian Street
Carmel, Indiana 46032
Carmel, Indiana 46032
Email: invest@imcu.com
Office: 317.610.3945
Fax: 317.610.3948
Fax: 317.610.3948
Ted Spurgeon
Financial Advisor, LPL Financial
Ted Spurgeon is a seasoned financial advisor with over 8 years of experience helping individuals, families, and business owners work toward long-term financial stability and success. Known for his clear guidance and client-first approach, Ted works closely with each client to develop customized financial strategies aligned with their goals, values, and risk tolerance.
Ted specializes in retirement planning, investment management, tax-efficient strategies, and wealth preservation. A firm believer in financial education, Ted takes the time to ensure his clients understand their options, empowering them to make informed decisions with confidence.
When he’s not advising clients, Ted enjoys spending time with his wife and 3 sons; Will who is a Junior at Indiana University studying Chemistry, Zach who is a Junior at Purdue University studying Aerospace Engineering, and Nick who is a Senior in high school with plans to attend Purdue University to study business and finance.
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 |
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.
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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.