WHAT DOES MBM WEALTH CONSULTANTS, LLC DO WITH YOUR FINANCIAL 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 MBM to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depends on the product or service you have with us. This information can include:
Social Security number(s) and employment information
Account or policy numbers and Transaction History and Investment Experience
Account Balances and Home address; contact information; employer information
When you are no longer our customer, we continue to share your information as described in this notice.
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons MBM Wealth Consultants, LLC chooses to share; and whether you can limit this sharing.
Who We Are
Who is providing this notice?
MBM Wealth Consultants, LLC on its own behalf and on behalf of its affiliated entities.
What We Do
How does MBM Wealth Consultants, LLC protect my 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 building.
In addition, we train our staff on data security and instruct our team to treat your information with care.
How does MBM Wealth Consultants, LLC collect my personal information?
We collect your personal information, for example, when you:
Visit our website or invest in one of our products
Open an account with us or provide us your portfolio Information
Seek advice about your investments or financial planning
We might also collect information available to us 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 nonaffiliates to market you
State laws and individual companies may give you additional rights to limit sharing.
Companies related by common ownership and control. They can be financial and nonfinancial companies.
MBM Wealth Group, LLC
MBM Acquisition Company, LLC
MBM Insurance Services, LLC
Companies not related by common ownership and control. They can be financial or nonfinancial companies.
We do not share with nonaffiliates.
A formal agreement between nonaffiliated financial companies that together market financial products or service to you.
We do not engage in joint marketing activities.
Other Important Information
You have the right to correct any inaccurate information we have collected about you.
You have the right to know what Personal Information we maintain on you.
You have the right to be forgotten or deleted (except for information required to be maintained by us to provide services to you or which is required to be maintained by regulation or law).