Gilbert - Clerk's Office Awards Financial Services Contract to Creative Planning (November 2026)
- Approved
- Nov 2, 2026
The 30-second brief
The Deferred Compensation Trust Board approved moving to a 3(28) arrangement with Creative Planning for Target Date Fund review and opportunities for consideration. The minutes do not state an amount or term.
Creative Planning holds this financial services contract with Gilbert - Clerk's Office. Its other public contracts on record include work for Royalton Public School District and West Pleasant Valley Fire District.
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Contract details
- Contract type
- Financial Services
- Document date
- November 2, 2026
- Vendor
- Creative Planning
- Agency
- Gilbert - Clerk's Office
- Source document
- Town of Gilbert Minutes Deferred Compensation Trust Board Meeting November 2, 2026 (Minutes)
Creative Planning's other public contracts
More Gilbert - Clerk's Office contracts
Questions about this contract
Who was awarded the financial services contract by Gilbert - Clerk's Office?
Creative Planning was awarded this financial services contract by Gilbert - Clerk's Office, as recorded on November 2, 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 Town of Gilbert Minutes Deferred Compensation Trust Board Meeting November 2, 2026 (Minutes), dated November 2, 2026 from Gilbert - Clerk's Office. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Creative Planning hold?
Creative Planning 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 Gilbert - Clerk's Office currently buying?
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