Privacy Policy
Why We Share Your Personal Information
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 Personal Information We Collect
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
Social Security number and date of birth
Personal financial and estate planning information
Account balances and transaction history
When you are no longer our customer, we continue to share your information as described in this notice.
How We Share Your Personal Information
All financial companies need to share personal information to run their everyday business. The table below lists the reasons financial companies can share personal information, whether Yahara Wealth Management shares for that reason, and whether you can limit that sharing.
Who We Are
This notice is provided by Yahara Wealth Management LLC.
Questions? Call us at (608) 467-1010 or visit www.yaharawealth.com/disclosures.
How We Protect Your Personal Information
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How We Collect Your Personal Information
We collect your personal information, for example, when you:
Open a custodial account or effect transactions in your account
Obtain advice from us or have us create a financial plan
Provide us with your contact information or other personal data
We may also obtain your personal information from your custodian or other sources.
Why You Can't 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 nonaffiliates 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. Yahara Wealth Management LLC does not have any affiliates.
Nonaffiliates — Companies not related by common ownership or control. They can be financial and nonfinancial companies. Yahara Wealth Management LLC does not share information with nonaffiliates for marketing purposes.
Joint Marketing — A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Yahara Wealth Management LLC does not engage in any joint marketing arrangements.
Other Important Information
We may share your personal information with nonaffiliated third parties that we use in providing services to you, such as software vendors or website application providers. In such cases, we require strict confidentiality in our agreements with these unaffiliated third parties.