CONTRACTONGOING

Shawano County Reports Associated Wealth Investments

Document date: Oct 21, 2026

What it covers

Shawano County reported ongoing investment pool activity associated with Associated Wealth Management in its September 2026 Treasurer's Report. The committee noted that no county investments were scheduled for renewal that month.

Who holds it

Associated Wealth Management holds this financial services contract with Shawano County. Its other public contracts on record include work for City of Sturgeon Bay and Albert Lea Public School District.

What happens next

Term as filed: Ongoing investment pool management reflected in the September 2026 Treasurer's Report.

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Contract details

Contract type: Financial Services
Document date: October 21, 2026
Term: Ongoing investment pool management reflected in the September 2026 Treasurer's Report
Vendor: Associated Wealth Management
Agency: Shawano County
Source document: Shawano County AgendaPacket Executive Committee Meeting 2026-10-21 (AgendaPacket)

Associated Wealth Management's other public contracts

Shawano County, WisconsinCounty Reviews Investments Associated With Wealth Manager · Nov 7, 2026 City of Sturgeon Bay, WisconsinAssociated Wealth Management Bond Payment Listed · Sep 14, 2026$4.8M Shawano County, WisconsinCounty Investment Report References Associated Wealth · Aug 19, 2026Undisclosed Albert Lea Public School District, MinnesotaOPEB-related payment to Associated Wealth Management · Mar 11, 2026$20.8 All Associated Wealth Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Shawano County?

Associated Wealth Management was awarded this financial services contract by Shawano County, as recorded on October 21, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Shawano County AgendaPacket Executive Committee Meeting 2026-10-21 (AgendaPacket), dated October 21, 2026 from Shawano County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Associated Wealth Management hold?

Associated Wealth Management 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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