MIDWESTERN STATE UNIVERSITY

AUTHORIZED COMPANIES AND AGENTS

TEXAS OPTIONAL RETIREMENT PROGRAM (ORP)

Midwestern State University employees eligible for the Optional Retirement Program (ORP) should contact the following approved representatives regarding the programs available through these listed companies:     

 

 


Ameriprise Financial  Advisors, Inc.  (Formerly American Express Financial Advisors, Inc.)

http://www.ameriprise.com

Gregory Gray       2629 Plaza Parkway, Ste. A-1 Wichita Falls, TX 76308  Phone (940) 696-1396 
                               email: Gregory.g.gray@ampf.com 

Bryce Danley        860 Airport Fwy, Ste. 401 Hurst, TX 76054                     Phone (817) 428-9898   
                                email: Bryce.r.danley@ampf.com                           

 


Fidelity Investments Tax-Exempt Services Co. **

http://www.fidelity.com  
Brian Baker   email: Brian.Baker@fmr.com         Phone (800) 300-1706


Franklin Templeton Investments
http://www.franklintempleton.com

Kenneth  Worley,  CFP®, Wells Fargo Advisors                                
                                          2901 Garmett Ave, Wichita Falls, TX 76308    Phone  (940) 723-7354
                                         email: Kenneth.worley@wellsfargoadvisors.com              

Shane Cody, Wells Fargo Advisors
                                          2901 Garmett Ave, Wichita Falls, TX 76308    Phone  (940) 723-7354
                                         email: Shane.cody@wfadvisors.com

ING Life Insurance and Annuity Co. 
http://www.orptx.com
Zera J. Harris      15455 Dallas Parkway, Ste 1250, Addison, TX 75001       Phone  (800) 714-3931, ext 4006391
                                 email:zera.harris@ingfa.com


Mid-Atlantic Trust Co. (ISC Group)
http://macg.com/

Marvin Traywick, CLU

Kenneth Whisenhunt
Phone  (940) 766-6484                                        

P. O. Box 97513, Wichita Falls, TX 76307

                                                               


Metlife and Annuity Company of Connecticut  (Formerly Travelers Insurance Co)

http://www.MetLife.com

Jim Hawkins, CLU        P. O. Box 10, Wichita Falls, TX 76307                         Phone  (940) 761-1136
                                         email: jim.hawkins@boleyfeatherston.com       

Shirley Donnell, Jr.     1300 10th Wichita Falls, TX 76301                                Phone  (940) 761-4555

                                         email: shirleyd@atmdinsurance.com 

TIAA-CREF Teachers Insurance and Annuity Association College Retirement Equities Fund **

http://www.tiaa-cref.org  1-800-842-2006

                                                               

USAA
http://www.usaa.com                                                              Phone (800) 531-8292, Option #1

VALIC (Variable Annuity & Life Insurance Co.)

http://www.VALIC.com

Roger Palmateer       Phone (800) 892-5558 ext.97091, cell (940) 733-0994

                                    email:  roger.palmateer@AIGRetirement.com


                                                                                                                                               
Revised  10/08/2009

 

** Enrollment packets available in MSU Human Resources Department.