Principal Securities Inc is a firm that provides insurance agent or broker, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota and Florida (although they are present in other states as well).
Most Principal Securities Inc clients are outpatient health care practitioners and facilities and residential intellectual and developmental disability facilities with revenues ranging from $12 million to $71 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Nat Council for Mental Wellbeing | 501(c)(3) | Washington, DC | ||
| 2 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 3 | American Gastroenterological Association Institute | 501(c)(3) | Bethesda, MD | ||
| 4 | National Quality Forum | 501(c)(3) | Washington, DC | ||
| 5 | American Association of Motor Vehicle Administrators | 501(c)(3) | Arlington, VA | ||
| 6 | Million Dollar Round Table | 501(c)(6) | Park Ridge, IL | ||
| 7 | Glenwood Academy (GA) | 501(c)(3) | Glenwood, IL | ||
| 8 | Versiti Wisconsin (BCW) | 501(c)(3) | Milwaukee, WI | ||
| 9 | Snohomish County Public Defender Association | 501(c)(3) | Everett, WA | ||
| 10 | Hippocrates Health Institute | 501(c)(3) | West Palm Beach, FL | ||
| ... | and 53 more Principal Securities Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Principal Securities Inc in the nonprofit sector include Lincoln National Life Insurance, Global Retirement Partners LLC, Valic, Commonwealth Financial Network, NFP Insurance Services Inc, Ubs, Merrill Lynch, Raymond James and Associates, Msi Financial Services Inc., and Voya Financial Advisors Inc.
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