Southeast Missouri State University Tax Sheltered Annuity Investment Vendor s List
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1 Southeast Missouri State University Tax Sheltered Annuity Investment Vendor s List 403(b) Tax Deferred Annuities and 457 Deferred Compensation 1. ING (formerly AETNA) Finch & Marchbanks, LLC William Rock Finch David Hahs Steve Marchbanks T. Ronald Hahs 760 S. Kingshighway, Suite E 1307 N. Mount Auburn Road P. O. Box 927 P.O. Box 1240 Cape Girardeau, MO Cape Girardeau, MO (573) (573) First Financial Planners, Inc. J. Tim Blattner Gregory Williams 1221 Kingsway (573) (888) AMERICAN FUNDS DISTRIBUTORS, INC. Wells Fargo Advisors, LLC 97 N. Kingshighway, #1 P. O. Box 757 Cape Girardeau, MO (573) (800) John Christensen, MBA Bill Duffy, CFP First Vice President-Investment Officer Managing Director-Investment Officer Jackie Majoros, CFP Financial Consultant Matt Siemers Vice President-Investment Officer David Willis, CFP First Vice President-Investment Officer Page 1
2 Edward Jones Debbie Etherton Cheryl Mothes 3095 Lexington Ave, Suite E Jackson Jackson, MO (573) (573) Michael C. Domian Conrad Klusmeier Stan Irwin 1610 N. Kingshighway, Ste William Street Ste A 839 N Kingshiway (573) (573) (573) Carns Financial Daniel O. Carns 1021 Kingsway Drive, Ste. 7 (573) Toll free: (877) Genworth Financial Advisors Bradley Mouser 2811 Wintergreen (573) Investment Professionals, Inc. Robert Steve Gerard 111 S. Broadview Street (573) Robert Rueseler and Associates Robert Rueseler 113 S. Broadview (573) (800) Dennis Mayfield 1078 Aaron Drive Jackson, MO (573) Page 2
3 403(b) Tax Deferred Annuities and 457 Deferred Compensation 3. AMERIPRISE FINANCIAL SERVICES (formerly American Express Financial Advisors) Ameriprise Financial Services, Inc Ameriprise Financial Central Minneapolis, MN Ameriprise Financial Services/Riversource Life Insurance Company Richard A. Hartmann 167 Grand Fir Lane Jackson, MO (573) FIDELITY RETIREMENT SERVICES David Hahs T. Ronald Hahs 201 S. Main, Suite N. Mount Auburn Road Salt Lake City, UT P.O. Box 1240 Customer Service: (800) Cape Girardeau, MO Investment Service Team: (800) (573) JACKSON NATIONAL LIFE First Financial Planners, Inc. J. Tim Blattner Gregory Williams 1221 Kingsway (573) (888) Genworth Financial Advisors Bradley Mouser 2811 Wintergreen (573) LINCOLN NATIONAL LIFE INSURANCE COMPANY Page 3
4 Lincoln Financial Group P. O. Box 2239 Fort Wayne, IN (877) Lincoln Financial Advisors Corp. Anne Quade 167 Lamp & Lantern Village PMB 278 Chesterfield, MO (866) MASSACHUSETTS MUTUAL INSURANCE COMPANY Robert Rueseler and Associates Robert Rueseler 113 S. Broadview (573) (800) MISSOURI DEFERRED COMPENSATION - ICMA-RC 3349 American Drive, Suite A Jefferson City, MO (573) (800) Option 3 Education Specialists: Deborah D. Taylor Donald E. Wilson Tasha Reinkemeyer Dan Wagner Dale Stuckey Dale Rippelmeyer Jonathan Binkley DDTaylor@icmarc.org DEWilson@icmarc.org TReinkemeyer@icmarc.org DWagner@icmarc.org DStuckey@icmarc.org DRippelmeyer@icmarc.org JBinkley@icmarc.org 9. TEACHERS INSURANCE & ANNUITY - COLLEGE RETIREMENT EQUITIES FUND (TIAA-CREF) Melvin L. Ballenger 4625 Lindell Blvd., Suite 501 St. Louis, MO (t) (314) (f) (214) Melvin.Ballenger@tiaa.org Telephone Consulting Center: (800) (use this number to check account) Revised: 8/31/2016 Page4
5 10. THRIVENT FINANCIAL FOR LUTHERANS John Schubert Jonathan Goodpasture Jayne Schrader 2201 Walton Drive, Suite D 3183 Larch Lane Apt East Jefferson, Suite B Jackson, MO Jackson, MO Jackson, MO (573) (573) (573) VARIABLE ANNUITY LIFE INSURANCE COMPANY AIG VALIC Financial Advisors, Inc. Richard Counts (314) Page 5
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