City of Florence Awards Financial Services Contract to Cetera Wealth Services (April 2026)

The Florence City Council approved liquidating the General Fund CD and mutual fund held by Cetera Wealth Services, with plans to review the investment status again in May 2026. No specific dollar amounts or revised investment terms were detailed in the minutes.

Document date · April 7, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Existing CD and mutual fund positions with the broker are to be liquidated; future investment decisions will be reconsidered in May 2026.

Document type

Minutes

Source document

City of Florence Regular Meeting Minutes 2026-04-07

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Florence?

Cetera Wealth Services was awarded this financial services contract by City of Florence, as recorded on April 7, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in City of Florence Regular Meeting Minutes 2026-04-07 (Minutes), dated April 7, 2026 from City of Florence. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cetera Wealth Services hold?

Cetera Wealth Services may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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