Custodial Investment Accounts Opened With Pershing
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Description
The board approved Resolution 2025/2026-16 to open custodial investment account(s) with Pershing Advisor Solutions LLC. These accounts will be used to hold and manage district investment assets.
Contract Details
Vendor
PERSHING ADVISOR SOLUTIONS LLC
Agency
Lake of the Woods School District, MN
Contract Type
FINANCIAL_SERVICES
Document Date
February 23, 2026
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