The names of companies approved to sell VRSPs to University of Iowa faculty and staff follow. Below you will find the name of the company and a list of agents and their phone numbers.
- TIAA
- FIDELITY INVESTMENTS
- AMERIPRISE FINANCIAL
- PACIFIC LIFE
- AMERITAS
- VOYA RELIASTAR
The list of agents has been updated as of 10/10/2023. If you know of any corrections or updates that need to be made, please contact University Benefits at benefits@uiowa.edu.
Companies and Agents
| Name | Phone Number | |
| Baldes, Brad | (319) 337-2263 | bradley.l.baldes@ampf.com |
| Blessing, Michael | (563) 344-9535 | michael.s.blessing@ampf.com |
| Dombroski, Michael | (319) 337-8295 | michael.c.dombroski@ampf.com |
| Doughty, Mason | (563) 886-2383 | mason.a.doughty@ampf.com |
| Evanovich, Joe | (563) 344-9535 | joseph.2.evanovich@ampf.com |
| Evanovich, Zach | (563) 557-7965 | zachary.n.evanovich@ampf.com |
| Glaw, Todd A. | (319) 268-4310 | todd.a.glaw@ampf.com |
| Kout, Bruce | (319) 337-2263 | bruce.kout@ampf.com |
| Leibfried, Scott | (563) 556-7132 or (800) 2471773 | scott.g.leibfried@ampf.com |
| Leyden , Chris | (319) 337-2263 | chris.d.leyden@ampf.com |
| Prottsman, Luke | (319) 337-2263 | luke.d.prottsman@ampf.com |
| Rindels, Rob | (319) 337-9620 | robert.j.rindels@ampf.com |
| Shelman, Brad | (319) 337-9620 | bradley.l.shelman@ampf.com |
| Shelman, Bryce | (319) 337-9620 | bryce.shelman@ampf.com |
| Name | Phone Number | |
|---|---|---|
| Castle, Kevin | (319) 248-1673 | kevin@castlefinancialservicesinc.com |
| Diers, Michael | (319) 354-6506 | miked@hawkeyebrokerage.com |
| Jackman, Jacqueline | (319) 631-0758 | jackiejkj9@aol.com |
| Jacobson, Todd | (319) 626-3575 | toddj@hjrfinancial.com |
| Miller, Merle | (319) 354-6506 | merlem@hawkeyebrokerage.com |
| Robinson, Robert | (319) 626-3575 | bobr@hjrfinancial.com |
Fidelity Plan # 08147
| Name | Phone Number | |
| Cronick, Jason | (402) 682-1653 | jason.cronick@fmr.com |
| Name | Phone Number | |
| Adamson, Craig | (319) 373-4124 | Craig.adamson@lpl.com |
| Cecil, James | (319) 325-3831 | andrew.cecil@berthelrep.com |
| Downey, David | (319) 329-5581 | ddowney@berthelrep.com |
| Haluska, Adam | (319) 338-3799 | adam.haluska@wellsfargoadvisors.com |
| Johnson, Barry | (319) 646-2821 | bjohnson@tfamail.com |
| Margolin, Ben | (319) 331-8953 | ben.margolin@nm.com (not taking new customers) |
| McCarty II, Vincent | (515) 453-2342 | vince.mccarty@lpl.com |
| McGill, Scott | (319) 887-2115 | Scott.mcgill@edwardjones.com |
| Penn, Robert D. | (319) 721-1553 | Bob.penn@pennadvisory.com |
| Schrepfer, Steven | (319) 358-7700 | Steven.schrepfer@voyafa.com |
| Truax, Kevin | (319) 346-2062 | Truaxins@questoffice.net |
| Wehrheim, Eugene | (319) 294-3131 | ewehrheim@nationsfg.com |
| Yearian, Cory | (319) 344-4456 | cyearian@sierraridgewealth.com |
| Name | Phone Number | |
| Diaz, Richie | 319-356-8042 | Ricardo.Diaz@tiaa.org |
| Hagen, Mark | 319-356-8007 | MHagen@tiaa.org |
| Reutzel, Adam | 319-356-8026 | Adam.Reutzel@tiaa.org |
| Webb, Cindy | 319-356-8037 | Cindy.Webb@tiaa.org |
VOYA RELIASTAR
| Name | Phone Number | |
| Kelso, Brian | (319) 656-3330 | |
| Margolin, Ben | (319) 351-5075 or (319) 331-8953 | ben.margolin@nm.com |
| Schrepfer, Steven | (319) 358-7700 | steven.schrepfer@voyafa.com |
| Sullivan, Timothy | (319) 656-3330 | tim.sullivan@financialconceptsllc.net |
| Vosler, N. Barry | (563) 659-5139 | barry.vosler@lpl.com |