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Waterloo Discusses Investment Advisory Services From Ehlers

Town of Waterloo logoTown of Waterloo
Disclosed value
Approximately .25% annually
From agendapacket
Document date
Oct 15, 2026

The 30-second brief

What it covers

The Finance, Insurance, & Personnel Committee discussed investment advisory services presented by Ehlers for the City of Waterloo. Ehlers stated that fees would be approximately 0.25% annually, with terms to be documented in an Investment Advisory Agreement.

Who holds it

EHLERS holds this financial services contract with Town of Waterloo. Its other public contracts on record include work for Elm Grove village and City of Platteville.

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Contract details

Contract type
Financial Services
Amount
Approximately .25% annually
Document date
October 15, 2026
Vendor
EHLERS
Agency
Town of Waterloo
Source document
City of Waterloo AgendaPacket Finance, Insurance, & Personnel Committee Meeting 2026-10-15 (AgendaPacket)

EHLERS's other public contracts

Elm Grove village, WisconsinElm Grove Recommends Ehlers-Backed Note Financing · Oct 25, 2026City of Platteville, WisconsinPlatteville Pays Ehlers for Disclosure Services · Oct 25, 2026$4.3KMahnomen County, MinnesotaCounty Approves Ehlers Bond Disclosure Fee · Oct 25, 2026$850City of New Richmond, WisconsinEhlers Advises New Richmond On Capital Financing · Oct 25, 2026UndisclosedCity of Delavan, WisconsinEhlers Advises WalCoMet on 2026A Bond Issue · Oct 25, 2026$78.4KAll EHLERS contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Town of Waterloo?

EHLERS was awarded this financial services contract by Town of Waterloo, as recorded on October 15, 2026. The contract value is Approximately .25% annually.

How much is the EHLERS contract with Town of Waterloo worth?

The EHLERS contract with Town of Waterloo is valued at Approximately .25% annually, 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 City of Waterloo AgendaPacket Finance, Insurance, & Personnel Committee Meeting 2026-10-15 (AgendaPacket), dated October 15, 2026 from Town of Waterloo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does EHLERS hold?

EHLERS may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Town of Waterloo currently buying?

Explore Town of Waterloo's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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