FINANCIAL_SERVICESAPPROVED

Portage County Awards Financial Services Contract to Pfm Financial Advisors Llc (August 2026)

Portage County authorized PFM Financial Advisors LLC to serve as financial advisor for the 2026 General Obligation Notes sale. The firm will assist with debt planning and the promissory notes issuance for major facility projects.

Status
APPROVED
Document date
August 8, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Financial Advisors Llc
Agency
Portage County · WI

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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
Portage County Finance Committee Agenda Packet 2026-08-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Portage County?

Pfm Financial Advisors Llc was awarded this financial services contract by Portage County, as recorded on August 8, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Portage County Finance Committee Agenda Packet 2026-08-10 (AgendaPacket), dated August 8, 2026 from Portage County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Financial Advisors Llc hold?

Pfm Financial Advisors Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Pfm Financial Advisors Llc's profile

What is Portage County currently buying?

Explore Portage County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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