Privacy Policy
Your Privacy Matters
At Mann Financial Group, Inc., protecting your personal information is a priority. This Privacy Policy explains how we collect, use, share, and safeguard your information when you work with us. We are committed to handling your personal information responsibly and in accordance with applicable federal laws.
The personal information we collect depends on the products and services you receive. This information may include:
- Social Security number
- Financial account balances
- Account holdings
- Transaction history
- Investment experience
- Income information
- Asset information
We may continue to retain and share your information as described in this policy even after you are no longer our customer.
We collect your personal information when you:
- Open an account
- Sign an investment advisory agreement
- Request investment or financial planning advice
- Share information about your investment or retirement portfolio
We use your personal information to:
- Process your transactions
- Maintain your accounts
- Provide investment and financial planning services
- Respond to legal requests or court orders
- Report to credit bureaus when required
- Offer products and services that may benefit you
Federal law allows financial institutions to share certain personal information to conduct everyday business operations.
We Share Information For:
- Processing transactions
- Maintaining your account
- Responding to legal investigations or court orders
- Reporting to credit bureaus
- Marketing our own products and services
We Do Not Share Information For:
- Joint marketing with other financial companies
- Affiliates’ everyday business purposes
- Creditworthiness sharing with affiliates
- Nonaffiliates’ marketing purposes
We use security measures that comply with federal law to protect your personal information from unauthorized access and use.
These safeguards include:
- Secure computer systems
- Protected electronic records
- Secured physical files and facilities
- Administrative, physical, and procedural safeguards
Federal law allows consumers to limit certain types of information sharing. However, not all sharing can be limited.
You may have rights regarding:
- Sharing information about your creditworthiness with affiliates
- Marketing by affiliates
- Sharing information with nonaffiliates for marketing purposes
Additional rights may be available under applicable state laws.
Affiliates
Companies related through common ownership or control.
Nonaffiliates
Companies that are not related through common ownership or control.
Mann Financial Group, Inc. does not share your personal information with nonaffiliates for their marketing purposes and does not participate in joint marketing arrangements.
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Mann Financial Group, Inc.
Phone: (218) 844-9109
Website: www.mannfinancialmn.com