Kauffman School Discusses Change From SageView

SageView had provided the Ewing Marion Kauffman School's 403(b) advisory services for several years. The School discussed replacing it with Wealth Advisory Services, LLC following a corporate merger and account-leader transition.

Document date · August 12, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Prior several years; replaced following corporate merger

Renewal

Services proposed for transition to Wealth Advisory Services, LLC; no renewal terms stated.

Document type

Minutes

Source document

Ewing Marion Kauffman School Minutes Annual Meeting of the Board of Directors 2026-08-12

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Ewing Marion Kauffman Middle?

SAGEVIEW was awarded this financial services contract by Ewing Marion Kauffman Middle, as recorded on August 12, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Ewing Marion Kauffman School Minutes Annual Meeting of the Board of Directors 2026-08-12 (Minutes), dated August 12, 2026 from Ewing Marion Kauffman Middle. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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