Broker Check

PRIVACY POLICY NOTICE

FACTS

What does Tedstrom Wealth Advisors, Inc. do with your personal information?


Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.


What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include, but is not limited to:

  • Social Security number and income;
  • Assets and transaction history; and
  • Investment experience and risk tolerance.

When you are no longer our client, we continue to share your information as described in this notice.


How?

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Tedstrom Wealth Advisors, Inc. chooses to share and whether you can limit this sharing.


Reasons We Can Share Your Personal Information

Tedstrom Wealth Advisors, Inc. does share your information for our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. You can't limit this sharing.

Tedstrom Wealth Advisors, Inc. DOES NOT share your information for our marketing purposes – to offer our products and services to you.

Tedstrom Wealth Advisors, Inc. DOES NOT share your information for joint marketing with other financial companies.

Tedstrom Wealth Advisors, Inc. DOES NOT share your information for our affiliates’ everyday business purposes – information about your transactions and experiences.

Tedstrom Wealth Advisors, Inc. DOES NOT share your information for our affiliates’ everyday business purposes – information about your creditworthiness.

Tedstrom Wealth Advisors, Inc. DOES NOT share your information for our affiliates to market to you.

Tedstrom Wealth Advisors, Inc. DOES NOT share your information for non-affiliates to market to you.


To Limit Our Sharing

Please note:

If you are a new client, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our client, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.


Questions?

Call: 303-996-6514


Who We Are

Who is providing this notice?

Tedstrom Wealth Advisors, Inc.


What We Do

How does Tedstrom Wealth Advisors, Inc. protect my personal information?

To protect your personal information from unauthorized access and use, we restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We also maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

How does Tedstrom Wealth Advisors, Inc. collect my personal information?

We collect your personal information, for example, when you 

  • open an account or give us contact information
  • enter into an investment adviser contract or give us your income information
  • tell us about your investment or retirement portfolio


We also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you

 State laws and individual companies may give you additional rights to limit sharing


Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • NONE


Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • NONE


Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • NONE