FINANCIAL_SERVICESAPPROVED

Thiensville village Awards $1,644,254 Financial Services Contract to Dana Investment Advisors (September 2026)

The SOFD Board approved a non-discretionary investment relationship with DANA Investment Advisors. The department will transfer $1,644,254 into a DANA investment account to improve returns on idle funds.

Document date · September 9, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
$1,644,254
Contract type
FINANCIAL_SERVICES
Contract term
30 days prior written notice for termination
Renewal
Non-discretionary letter of understanding; either party may terminate at any time with 30 days prior written notice. The account is initially expected to be invested substantially or entirely in the Dana Limited Volatility ETF.
Document type
AgendaPacket
Source document
Southern Ozaukee Fire & EMS Board AgendaPacket September 9, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Thiensville village?

Dana Investment Advisors was awarded this financial services contract by Thiensville village, as recorded on September 9, 2026. The contract value is $1,644,254.

How much is the Dana Investment Advisors contract with Thiensville village worth?

The Dana Investment Advisors contract with Thiensville village is valued at $1,644,254, covering financial services work.

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 Southern Ozaukee Fire & EMS Board AgendaPacket September 9, 2026 (AgendaPacket), dated September 9, 2026 from Thiensville village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Dana Investment Advisors hold?

Dana Investment Advisors 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 Thiensville village currently buying?

Explore Thiensville village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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