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 (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.

Primary location:
Milwaukee, WI
Clients in:
WI
Identified clients:
33
Avg client size:
$35 mil revenue
Median client size:
$20 mil revenue

Northwestern Mutual Investment Serv client list

  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

Northwestern Mutual Investment Serv competitors

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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