Information We Collect
When you use Strategic Wealth Designs, we may collect certain information relating to that use, some of which may be personal information. Examples of personal information include your name, address, telephone number, email address, other means to contact you, and Social Security number, as well as other information you may supply us in connection with a financial product or service, such as your demographic information, investment preferences, location information, or financial information. If you register with Strategic Wealth Designs online services, we will collect data that may include personal information, such as your contact information, financial information submitted by you or others in connection with your use of Strategic Wealth Designs online services, and verification information that we use to identify you. In addition, we may collect information such as your Internet Protocol (IP) address and/or domain, the type and version of your Internet browser software and operating system you use, the date, time, and duration of your Strategic Wealth Designs online services access, the specific pages, buttons, images, links, and forms that you access while visiting Strategic Wealth Designs online services, the type of device you use to access Strategic Wealth Designs online services (such as a BlackBerry, iPhone, or iPad), your mobile carrier and/or Internet Service Provider. The collection of this data does not personally identify you. We may also use third-party applications and services to collect and analyze this information in the aggregate. Your SWD-affiliated financial professional may collect personal and financial information from you for entry into the Strategic Wealth Designs database. This information may include your name, address, telephone number, and information required to calculate a net worth statement. We may also collect information about you that you otherwise submit to us, such as through email and other means.
Users of the Strategic Wealth Designs online services may have the option to authenticate their identity using biometric recognition capabilities on their devices. When users of the Strategic Wealth Designs online services enable biometric identification, Strategic Wealth Designs does not collect or receive biometric information or biometric identifiers.
Our Use of Personal Information
Sharing Personal Information in Connection with Strategic Wealth Designs Services
Rights for Residents of Certain States
A business may not discriminate against a California resident that exercises their privacy rights under state law.
Updating and Correcting Your Personal Information
Keeping your information accurate and up to date is very important. If your personal or account information is incomplete, inaccurate or not current, please contact your financial professional or Strategic Wealth Design (720) 381.4880.
Storage and Protection of Personal Information
We maintain administrative, technical, and physical safeguards that are designed to protect the privacy and security of personal information. In order to help secure personal information collected from you as a Strategic Wealth Designs online services user, including sensitive financial data, the information is protected by SSL encryption when it is exchanged between your web browser and Strategic Wealth Designs online services. However, the internet is not a fully secure environment, and we cannot ensure or warranty the security of any information transmitted to or generated by Strategic Wealth Designs in connection with Strategic Wealth Designs’ online services. There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our administrative, technical, physical, or other operational, safeguards. You play a critical role in protecting your information by maintaining up-to-date computer security protections. Steps you take to ensure the security of your computer, computer passwords, or other personal identifier authentication mechanisms are key components of the protection of your personal information. For more information on protecting your electronic information, please visit our Privacy/Security page. You agree that you are responsible for any additional verification procedures and security you deem necessary.
It is our policy not to email you or send you electronic communications to request non-public personal information or account information (such as a username or password). If you receive an unsolicited email or other electronic communication that appears to be from Strategic Wealth Designs but you suspect may be from another source and might be fraudulent, please email us at firstname.lastname@example.org
Personal Information on Children
We respect the privacy of children and encourage all parents to supervise their children’s computer usage. We do not intend to invite children to visit Strategic Wealth Designs online services and we do not knowingly collect or retain personal information from children under the age of thirteen (13). For more information on the Children’s Online Privacy Protection Act (COPPA), please visit the Federal Trade Commission website at www.ftc.gov.
Contacting Us About Privacy Questions