Principal Securities Inc is a firm that provides insurance agent or broker, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota and Iowa (although they are present in other states as well).
Most Principal Securities Inc clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $13 million to $76 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Council for Mental Wellbeing | 501(c)(3) | Washington, DC | ||
| 2 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 3 | American Gastroenterological Association Institute | 501(c)(3) | Bethesda, MD | ||
| 4 | National Quality Forum | 501(c)(3) | Washington, DC | ||
| 5 | American Association of Motor Vehicle Administrators | 501(c)(3) | Arlington, VA | ||
| 6 | Million Dollar Round Table | 501(c)(6) | Park Ridge, IL | ||
| 7 | Glenwood Academy (GA) | 501(c)(3) | Glenwood, IL | ||
| 8 | Versiti Wisconsin (BCW) | 501(c)(3) | Milwaukee, WI | ||
| 9 | Presbyterian SeniorCare | 501(c)(3) | Oakmont, PA | ||
| 10 | Snohomish County Public Defender Association | 501(c)(3) | Everett, WA | ||
| ... | and 51 more Principal Securities Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Principal Securities Inc in the nonprofit sector include Edward Jones, The Angell Pension Group, Inc., Kestra Investment Services LLC, Definiti, LLC, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Cetera Advisor Networks, LLC, Pentegra Services Inc., Voya Retirement Insurance and Annui, and Royal Alliance Associates Inc.
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