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FINANCIAL_SERVICESPENDING

Kelliher Public School Board Meeting Agenda Packet 2026-05-18

PTMA Financial Solutions To Discuss Investment Consulting

Kelliher Public School DistrictPTMA FINANCIAL SOLUTIONSMay 18, 2026

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TerraCycle logo
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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

District leadership plans to meet with PTMA Financial Solutions in June to explore investment consulting services for its MSDLAF accounts. Any formal engagement, scope, and fees will be determined after the discussion.

Contract Details

Vendor

PTMA FINANCIAL SOLUTIONS

Agency

Kelliher Public School District, MN

Contract Type

FINANCIAL_SERVICES

Document Date

May 18, 2026

Renewal Info

Potential new financial advisory engagement under discussion; no formal agreement or renewal structure is described yet.

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