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.
| 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 | ||||
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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