Civic IQ
FINANCIAL_SERVICESPENDING

Village Considers Custodial Accounts with Pershing Advisor Solutions

The Village Board will consider Resolution 19-2026 to authorize opening custodial investment accounts with Pershing Advisor Solutions LLC. This action would establish a new financial services relationship for holding village investments.

Document date · August 10, 2026

Issuing agencyUnion Grove villageVendorPershing Advisor Solutions Llc

Track Union Grove village contracts

Get alerts when new contracts are awarded or existing ones approach renewal at Union Grove village.

Get started free

Create a free account · no credit card

Trusted by teams at

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
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 type
FINANCIAL_SERVICES
Renewal
Initial authorization to open custodial accounts; ongoing relationship terms governed by custodial agreement if approved.
Document type
AgendaPacket
Source document
Village of Union Grove Agenda Packet 2026-08-10

Related contracts

Other contracts from Pershing Advisor Solutions Llc.

View all →
Village of Union Grove Agenda Packet 2026-08-24
APPROVED
Union Grove village, WisconsinAug 24, 2026
South Washington County Schools Resolution Approval to Open Custodial Account(s) with Pershing Advisor Solutions LLC, and Engage Ehlers Investment Partners as Investment Advisor 2026-08-20
APPROVED
South Washington County School District, MinnesotaAug 19, 2026
Village of Grafton Resolution No. 012, Series 2026 2026-07-06
APPROVED
Grafton village, WisconsinJul 6, 2026
Red Wing Public Schools Agenda Resolution- Approval to Open Custodial Accounts with Pershing Advisor Solution LLC 2026-06-04
PENDING
Red Wing Public School District, MinnesotaJun 4, 2026
Chisago Lakes School District Resolution Approval to Open Custodial Account(s) 2026-05-21
APPROVED
Chisago Lakes School District, MinnesotaMay 21, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Union Grove village?

Pershing Advisor Solutions Llc was awarded this financial services contract by Union Grove village, as recorded on August 10, 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 Village of Union Grove Agenda Packet 2026-08-10 (AgendaPacket), dated August 10, 2026 from Union Grove village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pershing Advisor Solutions Llc hold?

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

View Pershing Advisor Solutions Llc's profile

What is Union Grove village currently buying?

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

View Union Grove village's profile