CDA Continues Investment Management With LPL Financial
DeForest villageCity · DeForest, WI- Document date
- Mar 12, 2026
The 30-second brief
The Community Development Authority continues its investment relationship with LPL Financial, LLC for management and custody of its Model Wealth Portfolios account. February 2026 statements show ongoing portfolio management activity and market value changes.
Lpl Financial LLC holds this financial services contract with DeForest village. Its other public contracts on record include work for Town of Blackman charter and Town of Gorham.
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Contract details
- Contract type
- Financial Services
- Document date
- March 12, 2026
- Vendor
- Lpl Financial LLC
- Agency
- DeForest village
- Source document
- Village of DeForest Community Development Authority Agenda Packet 2026-03-12 (AgendaPacket)
Lpl Financial LLC's other public contracts
More DeForest village contracts
Questions about this contract
Who was awarded the financial services contract by DeForest village?
Lpl Financial LLC was awarded this financial services contract by DeForest village, as recorded on March 12, 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 Village of DeForest Community Development Authority Agenda Packet 2026-03-12 (AgendaPacket), dated March 12, 2026 from DeForest village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Lpl Financial LLC hold?
Lpl Financial 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 DeForest village currently buying?
Explore DeForest village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.