Cause IQ vendor profile

Principal Securities Inc


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 with revenues ranging from $12 million to $85 million.

Primary location:
Des Moines, IA
Clients in:
MN, IA
Identified clients:
56
Avg client size:
$45 mil revenue
Median client size:
$24 mil revenue

Principal Securities Inc client list

  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 Child Action 501(c)(3) Rancho Cordova, CA
10 Presbyterian SeniorCare 501(c)(3) Oakmont, PA
... and 46 more Principal Securities Inc not-for-profit tax-exempt clients identified by Cause IQ

Principal Securities Inc competitors

Competitors to Principal Securities Inc in the nonprofit sector include Leafhouse Financial Advisors, LLC, Raymond James and Associates, Merrill Lynch, Ubs, Global Retirement Partners LLC, Lincoln National Life Insurance, Voya, Commonwealth Financial Network, NFP Insurance Services Inc, and Valic.

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