Financial companies choose how they share your personal information. Federal law gives consumers (our clients and prospective clients) the right to limit some but not all sharing. 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:
Our firm does not disclose non-public personal information about our customers to anyone, except in the following circumstances:
Federal law gives you the right to limit only:
State laws and individual companies (i.e., your insurance company, etc.) may give you additional rights to limit sharing.
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. We also maintain procedural safeguards to protect your personal information.
You may contact us at:
Ashland Advisors PLLC
5235 Bulldog Avenue
Van Meter, IA 50261
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | 5235 Bulldog Avenue | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.