tom wellman

Tom Wellman
Financial Advisor
8910 Wesleyan Road, Ste. C
Indianapolis, IN  46268
Office 317.610.3945
Fax 317.610.3948

As a Financial Advisor, Tom is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Tom 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 FINRA and SIPC. Tom is also a licensed insurance representative of CUNA Mutual Life Insurance Company.

Education:

  • B.S., Business, Ball State University
  • J.D., Indiana University School of Law, Indianapolis

Personal:

  • Married
  • Two Children
  • Interests include golfing, IHSAA Football Official and youth football

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. CBSI is a registered broker/dealer in all 50 states of the United Stated of America.

 

 
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