PTMA Financial Solutions To Discuss Investment Consulting
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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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