Creative Planning Provides PSPRS Investment Advisory Services
Az Elected Officials Retirement Plan (Eorp)State · Phoenix, AZ- Document date
- Nov 3, 2026
The 30-second brief
Creative Planning Institutional Advisors provides investment advisory services for the PSPRS plan investment review. Its material reports portfolio and market information for the period ending September 30, 2026, and notes coordination with related tax, legal, insurance, and financial-services providers.
Creative Planning Institutional Advisors LLC holds this financial services contract with Az Elected Officials Retirement Plan (Eorp).
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Contract details
- Contract type
- Financial Services
- Document date
- November 3, 2026
- Vendor
- Creative Planning Institutional Advisors LLC
- Source document
- Public Safety Personnel Retirement System AgendaPacket PSPRS Defined Contribution Plans Administration Committee Meeting 2026-11-04 (AgendaPacket)
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Questions about this contract
Who was awarded the financial services contract by Az Elected Officials Retirement Plan (Eorp)?
Creative Planning Institutional Advisors LLC was awarded this financial services contract by Az Elected Officials Retirement Plan (Eorp), as recorded on November 3, 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 Public Safety Personnel Retirement System AgendaPacket PSPRS Defined Contribution Plans Administration Committee Meeting 2026-11-04 (AgendaPacket), dated November 3, 2026 from Az Elected Officials Retirement Plan (Eorp). Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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