Creative Planning Provides Groton Pension Investment Review
West Pleasant Valley Fire DistrictFire District · Groton, CT- Document date
- Nov 7, 2026
- Term
- For period ending September 30, 2026
The 30-second brief
Creative Planning Institutional Advisors, LLC provided an investment advisory review for the Town of Groton Retirement Fund. The review covered portfolio performance and investment planning for the period ending September 30, 2026.
Creative Planning Institutional Advisors LLC holds this financial services contract with West Pleasant Valley Fire District. Its other public contracts on record include work for Az Elected Officials Retirement Plan (Eorp).
Term as filed: For period ending September 30, 2026.
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Contract details
- Contract type
- Financial Services
- Document date
- November 7, 2026
- Term
- For period ending September 30, 2026
- Source document
- Town of Groton AgendaPacket Retirement Board Regular Meeting November 12, 2026 (AgendaPacket)
Creative Planning Institutional Advisors LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by West Pleasant Valley Fire District?
Creative Planning Institutional Advisors LLC 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 Institutional Advisors LLC hold?
Creative Planning Institutional Advisors 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.
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