Privacy Policy

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. 

Our firm does not disclose non-public personal information about our customers to anyone, except in the following circumstances:

• When our customers have specifically requested or authorized us to do so in writing;
• When required during the course of a firm assessment (i.e., independent audit); or
• When required by law (i.e., periodic regulatory examination).

The firm collects personal information from consumers in the course of our interactions. To protect this personal information from unauthorized access and use, our firm uses 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.

Federal law gives you the right to limit: 

• sharing for affiliates’ everyday business purposes  
• affiliates from using your information to market to you 
• sharing for non-affiliates to market to you 

State laws and individual companies may give you additional rights to limit sharing. 

We will provide you with our privacy policy on an annual basis and at any time, in advance, if our firm privacy policies are expected to change. 

You may contact us at: 

Ashland Advisors PLLC 

5235 Bulldog Avenue 

Van Meter, IA 50261 

Tel: 507-330-2133 

Email: Luke@ashlandadvisors.com 

Web: www.ashlandadvisors.com