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 income
Account numbers and balances
Home Address and employer information.
Information on members of your family.
Information on outside assets
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
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.
How does MBM Wealth Consultants, LLC collect my personal information?
We collect your personal information, for example, when you:
Open an account
Seek advice about your investments
Enter into an investment advisory contract
Tell us about your investment or retirement portfolio or earnings
We also collect your personal information from other companies.
Companies related by common ownership and control. They can be financial and nonfinancial companies.
MBM does share with its affiliated insurance agency, 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 so that they can market to you.
A formal agreement between nonaffiliated financial companies that together market financial products or service to you.
We do not jointly market.
Call (636) 274-6262 or go to www.mbmwealth.com