How We Use Your Personal Information
Federal law requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The firm collects personal information about consumers from the following sources:
- Information provided to us to complete financial plans or investment recommendations;
- Information provided through engagement agreements and other documents completed in connection with the opening and maintenance of an investment account;
- Information provided verbally; and
- Information received from service providers, such as custodians, about investment account transactions.
Financial companies often need to share consumers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their consumers’ personal information, and the reasons Greeley Wealth Management LLC chooses to share.
Reasons We Might Share Your Personal Information
- For our everyday business purposes, such as to process your transactions, maintain your account(s), respond to court orders or legal investigation
- For our internal marketing purposes, to offer our services to you
Reasons We Do Not Share Your Share Your Personal Information
- For joint marketing with other financial companies
- For our affiliates everyday business purposes (we have no affiliates)
- For our affiliates to market to you (we have no affiliates)
- For non-affiliates to market to you
How We Protect Your Personal Information
To protect your personal information from unauthorized access and use, we use security measures that comply with state or federal law, as appropriate. These measures include computer safeguards and secured files and buildings. We also maintain procedural safeguards to protect your personal information.
How We Collect Your Personal Information
We collect your personal information when you engage our advisory firm
When you open, make a deposit or withdrawal from your investment account managed by our firm
When you use a check to pay our firm
We do not collect your personal information from others such as credit bureaus, affiliates or other companies
Greeley Wealth Management LLC
320 SW Century Drive
Bend OR 97702