Gilbert - Clerk's Office Awards Financial Services Contract to Creative Planning (November 2026)
Gilbert - Clerk's OfficeCity Department · Gilbert, AZ- Approved
- Nov 2, 2026
The 30-second brief
The Deferred Compensation Trust Board approved proceeding with a collective investment trust based on Creative Planning's review of underperforming funds, subject to acceptable contracting. If contracting is not acceptable, the Board will use a mutual fund.
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?
Explore Gilbert - Clerk's Office's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
