Bolingbrook village (pt.) Awards Financial Services Contract to Creative Planning LLC (January 2026)
- Approved
- Jan 20, 2026
The 30-second brief
The Village of Bolingbrook approved Resolution 26R-009 entering into a Discretionary Investment Management Program and Advisory Services Agreement with Creative Planning, LLC. Creative Planning will act as fiduciary investment manager for employee plans at an unchanged 0.20% fee paid by participants.
Creative Planning LLC holds this financial services contract with Bolingbrook village (pt.). Its other public contracts on record include work for Johnson County and Lancaster County.
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Contract details
- Contract type
- Financial Services
- Document date
- January 20, 2026
- Vendor
- Creative Planning LLC
- Source document
- Village of Bolingbrook Agenda 2026-01-20 (Agenda)
Creative Planning LLC's other public contracts
More Bolingbrook village (pt.) contracts
Questions about this contract
Who was awarded the financial services contract by Bolingbrook village (pt.)?
Creative Planning LLC was awarded this financial services contract by Bolingbrook village (pt.), as recorded on January 20, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Village of Bolingbrook Agenda 2026-01-20 (Agenda), dated January 20, 2026 from Bolingbrook village (pt.). Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Creative Planning LLC hold?
Creative Planning 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.
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What is Bolingbrook village (pt.) currently buying?
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