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 $9.6 million to $48 million.

Primary location:
Milwaukee, WI
Clients in:
WI
Identified clients:
28
Avg client size:
$35 mil revenue
Median client size:
$19 mil revenue

Northwestern Mutual Investment Serv client list

  Name Type Location
1 Associated Builders and Contractors (ABC) 501(c)(6) Washington, DC
2 Chris 180 501(c)(3) Atlanta, GA
3 U S Green Building Council (USGBC) 501(c)(3) Washington, DC
4 The Washington Center for Internships and Academic Seminars 501(c)(3) Washington, DC
5 Atlanta Humane Society and Society for the Prevention of Cruelty to Animals 501(c)(3) Atlanta, GA
6 Coalition for Christian Outreach (CCO) 501(c)(3) Pittsburgh, PA
7 Presbyterian Communities of South Carolina 501(c)(3) Columbia, SC
8 Family Health Center (FHC) 501(c)(3) Kalamazoo, MI
9 Isidore Newman School 501(c)(3) New Orleans, LA
10 Advocates 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 Cambridge Investment Research, Morningstar, NFP Retirement Inc., Mma Securities LLC, CBIZ Retirement Plan Services, Ubs Financial Services, Inc., Raymond James Financial Services, Ubs Financial Services, Capfinancial Partners, LLC, and RBC Capital Markets.

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