FINANCIAL_SERVICESAPPROVED

Ewing Marion Kauffman Middle Awards Financial Services Contract to Wealth Advisory Services Llc (August 2026)

The Ewing Marion Kauffman School authorized Wealth Advisory Services, LLC to provide 403(b) retirement plan advisory services. The change allows the School to continue working with account leader Greg Kohler after his move from SageView.

Document date · August 12, 2026

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Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
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?

Wealth Advisory Services Llc 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.

What other contracts does Wealth Advisory Services Llc hold?

Wealth Advisory Services 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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