CONTRACTAMENDED

Creative Planning Takes Over SageView Advisory Name

Document date: Nov 7, 2026

What it covers

Creative Planning assumed the SageView Advisory Group name following an acquisition while continuing to provide investment-consulting services to the Town of Groton Retirement Fund. The minutes state that fees and services remained unchanged.

Who holds it

Creative Planning holds this financial services contract with West Pleasant Valley Fire District. Its other public contracts on record include work for Royalton Public School District and Council Bluffs Community School District.

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Contract details

Contract type: Financial Services
Document date: November 7, 2026
Vendor: Creative Planning
Agency: West Pleasant Valley Fire District
Source document: Town of Groton AgendaPacket Retirement Board Regular Meeting November 12, 2026 (AgendaPacket)

Creative Planning's other public contracts

Royalton Public School District, MinnesotaCreative Planning Prepares Royalton School Financial Report · Nov 7, 2026Undisclosed Council Bluffs Community School District, IowaSchool District Considers Creative Planning Audit Appointment · Nov 7, 2026Undisclosed City of Owatonna, MinnesotaCreative Planning Presents Clean Owatonna HRA Audit · Nov 4, 2026Undisclosed City of La Porte, IowaCreative Planning Server Maintenance Proposal Reviewed · Oct 26, 2026 City of La Porte, IowaCreative Planning Proposal Reviewed for Police Server · Oct 26, 2026$17.9K All Creative Planning contractsVendor profile

More West Pleasant Valley Fire District contracts

Hewlett Packard Financial ServicesTax Refund Approved for Hewlett Packard Financial Services · Nov 7, 2026$13.5K Sageview Advisory GroupBoard Reviews SageView Retirement Fund Advisory Report · Nov 7, 2026Undisclosed Sei InvestmentsRetirement Board Reviews SEI Investment Performance Report · Nov 7, 2026Undisclosed Sageview Advisory GroupRetirement Board to Discuss SageView Advisory Report · Nov 7, 2026Undisclosed Creative Planning Institutional Advisors LLCCreative Planning Provides Groton Pension Investment Review · Nov 7, 2026Undisclosed All West Pleasant Valley Fire District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by West Pleasant Valley Fire District?

Creative Planning was awarded this financial services contract by West Pleasant Valley Fire District, as recorded on November 7, 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 Town of Groton AgendaPacket Retirement Board Regular Meeting November 12, 2026 (AgendaPacket), dated November 7, 2026 from West Pleasant Valley Fire District. 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 West Pleasant Valley Fire District currently buying?

Explore West Pleasant Valley Fire District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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