Creative Planning Identified As Nonattest Service Partner
Winona Area Public School DistrictSchool · Winona, MN- Document date
- May 29, 2026
The 30-second brief
The agreement notes that Creative Planning, LLC will lease professional and administrative staff to BerganKDV under an alternative practice structure and may provide separate nonattest services to ISD Winona Area Schools. Any such additional services would be governed by separate agreements and are not part of the audit fee.
Creative Planning LLC holds this professional services contract with Winona Area Public School District. Its other public contracts on record include work for Johnson County and Lancaster County.
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Contract details
- Contract type
- Professional Services
- Document date
- May 29, 2026
- Vendor
- Creative Planning LLC
- Source document
- ISD Winona Area Schools Engagement Agreement 2026-05-29 (Agreement)
Creative Planning LLC's other public contracts
More Winona Area Public School District contracts
Questions about this contract
Who was awarded the professional services contract by Winona Area Public School District?
Creative Planning LLC was awarded this professional services contract by Winona Area Public School District, as recorded on May 29, 2026.
What type of contract is this?
This is a Professional Services contract, documented as a agreement record.
Where was this contract approved?
This contract appears in ISD Winona Area Schools Engagement Agreement 2026-05-29 (Agreement), dated May 29, 2026 from Winona Area Public School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Creative Planning LLC hold?
Creative Planning 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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