FINANCIAL_SERVICESONGOING

Wells Fargo Advisors Retained as Investment Advisor

Kentwood will retain Wells Fargo Advisors as its investment advisor while shifting custody services to UMB Bank. Wells Fargo Advisors remains listed as an authorized depository but will reduce services and related fees tied to custody.

Status
ONGOING
Document date
June 16, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Wells Fargo Advisors
Agency
City of Kentwood · MI

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Veritone logo
TerraCycle logo
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WithersRavenel logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Ongoing investment advisory relationship continues, while custody services are removed and replaced by UMB Bank under the updated depository resolution.
Document type
AgendaPacket
Source document
City of Kentwood AgendaPacket Committee of the Whole Worksession 2026-06-16

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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 Kentwood?

Wells Fargo Advisors was awarded this financial services contract by City of Kentwood, as recorded on June 16, 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 City of Kentwood AgendaPacket Committee of the Whole Worksession 2026-06-16 (AgendaPacket), dated June 16, 2026 from City of Kentwood. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wells Fargo Advisors hold?

Wells Fargo Advisors 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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What is City of Kentwood currently buying?

Explore City of Kentwood's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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