NOTICE OF PRIVACY POLICY
Our website address is: https://blackhawkwealthadvisors.com.
What personal data we collect and why we collect it
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Blackhawk Wealth Advisors is an investment advisory firm committed to safeguarding the confidential information of its cients. We do collect non-public personal information in order to open and administer your accounts with us and to provide you with accurate and pertinent advice. We hold all non-public personal information you provide to us in the strictest confidence. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.
You may direct us not to make disclosures {other than disclosures required by law) regarding non-public personal information to non-affiliated third parties. If you wish to opt out of disclosures to non—affiliated third parties please contact us at 800-925-6496.
Blackhawk Wealth Advisors collects personal information about you from the followmg sources:
- Applications or other forms.
- Discussions with non-affiliated third parties.
- Information about your transactions with others or us.
- Questionnaires.
- Tax Returns.
- Estate Planning Documents.
Blackhawk Wealth Advisors uses your personal information in the following manner: Strategizing to protect your financial life and help it prosper.
We do not sell your personal information to anyone.
We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to non-affiliated parties as permitted by law, (for example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
For non-affiliated third parties that require access to your personal information including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.
We do not provide your personal identifiable information to mailing list vendors or solicitors. for any purpose.
Personal identifiable information about you will be maintained during the time you are a client and for the required time thereafter that such records are required to be maintained by federal and state securities laws. After this required period of record retention, all such information will be destroyed.