Cause IQ vendor profile

Northwestern Mutual Investment Serv


Northwestern Mutual Investment Serv is a firm that provides insurance agent or broker, investment management, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Wisconsin, District of Columbia, New York, and Pennsylvania (although they are present in other states as well).

Most Northwestern Mutual Investment Serv clients are assisted living and continuing care retirement communities, religious organizations, and trade associations with revenues ranging from $9.3 million to $45 million.

Primary location:
Milwaukee, WI
All locations:
WI
Identified clients:
28
Avg client size:
$32 mil revenue
Median client size:
$18 mil revenue

Northwestern Mutual Investment Serv client list

 NameTypeLocation
1Associated Builders and Contractors (ABC)501(c)(6)Washington, DC
2Chris 180501(c)(3)Atlanta, GA
3U S Green Building Council (USGBC)501(c)(3)Washington, DC
4The Washington Center for Internships and Academic Seminars501(c)(3)Washington, DC
5Atlanta Humane Society and Society for the Prevention of Cruelty to Animals501(c)(3)Atlanta, GA
6Coalition for Christian Outreach (CCO)501(c)(3)Pittsburgh, PA
7Presbyterian Communities of South Carolina501(c)(3)Columbia, SC
8Family Health Center (FHC)501(c)(3)Kalamazoo, MI
9Isidore Newman School501(c)(3)New Orleans, LA
10Advocates for Services for the Blind Multihandicapped (ASBM)501(c)(3)Brooklyn, NY
...and 18 more Northwestern Mutual Investment Serv not-for-profit tax-exempt clients identified by Cause IQ

Northwestern Mutual Investment Serv competitors

Competitors to Northwestern Mutual Investment Serv in the nonprofit sector include Lincoln National Life Insurance, Commonwealth Financial Network, Valic, Ubs, Raymond James and Associates, Merrill Lynch, Voya Retirement Insurance and Annuity Co., Morningstar, Cambridge Investment Research, and Minnesota Life Insurance Company.

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