ISD# 535 Tax Sheltered Annuity (403b) Provider List

The Rochester Minnesota Independent School District# 535 maintains a restricted list of companies that are available for employees to use for their TSA payroll contributions.

Each company is listed alphabetically along with their phone numbers where available. Several companies are not listed in the local phone directory. We will update this list as information is provided.

  • Adviser Financial Group, Inc (Vanguard)  (507) 280-8897
  • Advisors Group, Inc.
  • American Express Financial Advisers   (507) 289-0737
  • Education Minnesota - ESI Financial
  • Equitable Life Assurance Society  (507) 289-4045
  • Fidelity Investments
  • Galic Disbursing Co.
  • Horace Mann Life Insurance
  • Life Investors Insurance Co  (507) 288-4248
  • Metropolitan Life Insurance
  • Nationwide Life Insurance Co.
  • New England Fiancial
  • New York Life  (507) 288-2366
  • Northwestern Mutual Life Insurance Co.  (507) 281-5817
  • Reliastar (Northern Life Insurance Co.)
  • Securities America Advisors
  • Thrivent Financial for Lutherans
  • Variable Annuity Life Insurance Co.
  • Waddell & Reed  (507) 282-5323


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