Old National Investments

Joe Waltermann, VP

Financial Advisor

LPL Financial

joseph.waltermann@onbinvestments.com

 

317-885-3326

 

900 S St Rd 135

Greenwood, IN  46143

Service

:: Financial Planning
:: 401(k) Rollovers
:: Fee-Based Advisory Accounts
:: Fixed/Variable Annuities
:: Equity Indexed Annuities
:: Pre and Post Retirement Planning
:: College Planning and Tax Advantaged Funding
:: Investment Portfolio Analysis
:: Tax Efficient Investments
:: FREE Financial Consultation

Experience

Joe has the experience and knowledge to assist you with a range of financial needs, from preparing for retirement to purchasing life insurance. He can provide advice about planning issues crucial for both personal and business success.

Active in his community, Joseph is a Johnson County Community Foundation board member; Greenwood Chamber of Commerce member; and Leadership Johnson County board member and past president. He also volunteers for United Way. 

Education
:: Indiana University, bachelor's degree

Securities Registrations (held through LPL Financial)
:: Series 7, 66

Life License
:: Licensed in Indiana

 

Contact

Ready to get started on your financial goals? Contact Joe today at the number or email listed above or fill out and submit this form and he will follow up with you to discuss your investment needs. 

Please avoid entering sensitive private information, such as account or Social Security numbers.

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Old National Investments - Personal, Professional, Principled

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor,
Member
FINRA/SIPC (www.FINRA.org) (www.sipc.org). Insurance Products offered through LPL Financial
or its licensed affiliates. Old National Bank and Old National Investments are not registered broker/dealers
and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.