County Investment Portfolio Includes BMO Advisory Account

Calumet County's investment portfolio included an account associated with BMO Harris Financial Advisors' LPL as of August 31, 2026. The account was listed in the general investment summary presented to the committee.

Document date · October 6, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing as of August 31, 2026

Document type

AgendaPacket

Source document

Calumet County AgendaPacket Administrative Services Committee Meeting 2026-10-06

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Calumet County Minutes Administrative Services Committee Meeting 2026-09-08

ONGOING

Calumet County, WisconsinSep 8, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Calumet County?

Bmo Harris Financial Advisors' Lpl was awarded this financial services contract by Calumet County, as recorded on October 6, 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 Calumet County AgendaPacket Administrative Services Committee Meeting 2026-10-06 (AgendaPacket), dated October 6, 2026 from Calumet County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bmo Harris Financial Advisors' Lpl hold?

Bmo Harris Financial Advisors' Lpl 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 Bmo Harris Financial Advisors' Lpl's profile

What is Calumet County currently buying?

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