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 (although they are present in other states as well).
Most Northwestern Mutual Investment Serv clients are outpatient health care practitioners and facilities, hospitals, religious organizations, and social advocacy organizations with revenues ranging from $10 million to $58 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | International Institute of New England (IINE) | 501(c)(3) | Boston, MA | ||
| 2 | The Summit School | 501(c)(3) | Upper Nyack, NY | ||
| 3 | Congressional Country Club | 501(c)(7) | Bethesda, MD | ||
| 4 | Coalition for Christian Outreach (CCO) | 501(c)(3) | Pittsburgh, PA | ||
| 5 | Family Resources | 501(c)(3) | Pittsburgh, PA | ||
| 6 | Gaylord Hospital | 501(c)(3) | Wallingford, CT | ||
| 7 | Family Health Center (FHC) | 501(c)(3) | Kalamazoo, MI | ||
| 8 | Isidore Newman School | 501(c)(3) | New Orleans, LA | ||
| 9 | Low Country Health Care System | 501(c)(3) | Fairfax, SC | ||
| 10 | The Washington Center for Internships and Academic Seminars | 501(c)(3) | Washington, DC | ||
| ... | and 23 more Northwestern Mutual Investment Serv not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Northwestern Mutual Investment Serv in the nonprofit sector include NFP Retirement Inc., Ubs Financial Services, Inc., Raymond James Financial Services, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Cambridge Investment Research Inc, Ameriprise Financial Services, Regions Bank, Ubs Financial Services Inc, and RBC Wealth Management.
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