PROFESSIONAL_SERVICESAPPROVED

Ewing Marion Kauffman Middle Awards Professional Services Contract to Wealth Advisory Services Llc (May 2026)

The Board authorized a 403(b) retirement plan advisory services contract with Wealth Advisory Services, LLC. The change allows the School to continue working with Greg Kohler following his move from SageView.

Document date · May 13, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
PROFESSIONAL_SERVICES
Renewal
Replaces SageView as the School’s 403(b) retirement plan advisory provider; no renewal terms stated.
Document type
Minutes
Source document
Ewing Marion Kauffman School Minutes Regular Meeting 2026-05-13

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Wealth Advisory Services Llc was awarded this professional services contract by Ewing Marion Kauffman Middle, as recorded on May 13, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Ewing Marion Kauffman School Minutes Regular Meeting 2026-05-13 (Minutes), dated May 13, 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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What is Ewing Marion Kauffman Middle currently buying?

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