You can visit us on the internet without telling us who you are or revealing any information about yourself, including your email address. In this case, our web servers collect the name of the domain you used to access the Internet (such as aol.com) and the website you came from and visit next. This information is used by us and our business partners to measure the number of visits, average time spent, page views, and other statistics about visitors to our Website in general. We also use this data to monitor site performance and to make the site easier and more convenient to use.
Personal information collection
There are times when we may ask you for information about yourself to assist us in meeting your various needs, including:
- Providing you with products or services you have requested
- Servicing your account
- Improving our services
- Developing and/or informing you of additional products or services that may be of interest
In these cases, your browsing will no longer be anonymous to us. To provide these services, we may need to ask you directly to provide, among other things, your name, social security number, physical address, zip code, e-mail address and phone number.
Please note that we do not knowingly solicit information from children and we do not knowingly market our products or services to children.
Cookies are small pieces of data stored by your internet browser on your computer’s hard drive. They cannot be used to collect data from your hard drive, obtain your e-mail address or personal-identifying information about you. You may set your browser to notify you when you receive a cookie or to prevent cookies from being sent. Please note, however, that by not accepting cookies, you will limit the functionality we can provide you when you visit our site.
Sharing information and consumer choice
When you provide information to us, we may share your information with our affiliated companies and third parties for the purpose of fulfilling your requests as well as offering you other services that may be of interest to you. It is not shared with any third party, unless permitted by you or requested by law. We may also aggregate statistics that we gather about our customers, sales, traffic patterns, and services and provide these statistics to third parties; however, when we do, these statistics will not include any personal information that identifies individuals.
Information security and protection
To contact us or correct your information
You may access the data collected by us about you by sending a request to the address listed below. If you believe that an error has been made in the accuracy of the data collected from you, we will correct such error upon adequate verification of the error and the identity of the person seeking the correction.
103 N. Bridge Street
Chippewa Falls, WI 54729
Please understand that in order to protect your privacy and security, we may also need to take reasonable steps to verify your identity before granting access or making corrections.
WE ARE A PROVIDER OF WEALTHGUARD™, an incredibly simple, yet powerful, early warning system that can monitor all your investment accounts daily, so you can invest with the added confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard™ securely tracks all your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, using a pre-determined course of action, WealthGuard™ will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard™ can monitor all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.