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PRIVACY DISCLOSURE DOCUMENT
WEALTH MANAGEMENT RESOURCES, LLC
226 North Broad Street
Mankato, MN 56001
Wealth Management Resources, LLC's primary client goal is to protect your privacy.
To conduct regular business, we may collect nonpublic personal information from sources such as:
- Information reported by you on applications or other forms you provide to us.
- Information about your transactions with us, our affiliates, or others.
As Wealth Management Resources, LLC shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.
At times, we may disclose nonpublic personal information to affiliated or nonaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about you to the following types of affiliated or nonaffiliated third parties:
- Financial service providers such as insurance companies, investment companies, or broker dealers in order to process your business with us.
- Independent contractors, such as technical systems consultants who program and service our software systems in order to help us maintain and administer your account.
Wealth Management Resources, LLC will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.
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