Cause IQ vendor profile

Northwestern Mutual Investment Serv


Northwestern Mutual Investment Serv is a firm that provides insurance agent or broker, investment management, financial advisor, fiduciary trustee, and administrative support 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, social advocacy organizations, and trade associations with revenues ranging from $9.1 million to $46 million.

Primary location:
Milwaukee, WI
Clients in:
WI
Identified clients:
29
Avg client size:
$34 mil revenue
Median client size:
$18 mil revenue

Northwestern Mutual Investment Serv client list

  Name Type Location
1 Associated Builders and Contractors (ABC) 501(c)(6) Washington, DC
2 U S Green Building Council (USGBC) 501(c)(3) Washington, DC
3 International Institute of New England (IINE) 501(c)(3) Boston, MA
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 19 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 Minnesota Life Insurance Company, Raymond James Financial Services, Cambridge Investment Research Inc, Ameriprise Financial Services, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., Morgan Stanley Smith Barney LLC, Vanguard Group, Inc., and Regions Bank.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!