Privacy Policy for Springbok Wealth Partners

Introduction

At Springbok Wealth Partners, we are committed to protecting your privacy and ensuring that your personal information is handled responsibly. This Privacy Policy outlines how we collect, use, and protect your information in compliance with applicable laws, including the California Consumer Privacy Act (CCPA) and regulations in the state of Colorado.

Information We Collect

We may collect the following types of information:
  1. Personal Information: This includes information that can be used to identify you, such as your name, address, phone number, email address, social security number, and financial information.
  2. Non-Personal Information: This includes data that cannot be used to identify you, such as anonymous usage data, browser types, and access times.
  3. Cookies and Tracking Technologies: We may use cookies and similar technologies to enhance your experience on our website and gather information about website traffic.

How We Use Your Information

We may use your information for the following purposes:
  • To provide financial planning services and products.
  • To communicate with you regarding your accounts and services.
  • To respond to your inquiries and fulfill your requests.
  • To improve our services and website.
  • To comply with legal obligations and protect our rights.

Data Sharing and Disclosure

We do not sell your personal information to third parties. However, we may share your information with third parties in the following circumstances:
  • Service Providers: We may share your information with service providers who assist us in operating our website and providing our services.
  • Legal Compliance: We may disclose your information as required by law or in response to legal requests.

Security of Your Information

We take the security of your personal information seriously. We implement reasonable safeguards to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or method of electronic storage is 100% secure, so we cannot guarantee its absolute security.

Your Rights Under the CCPA

As of January 1, 2020, the California Consumer Privacy Act (CCPA) provides California residents with certain rights regarding their personal information. These rights include:
  • The right to know what personal information we collect about you.
  • The right to request the deletion of your personal information.
  • The right to opt-out of the sale of your personal information.
For more information about your rights and how to exercise them, please refer to the CCPA guidelines. Additionally, you can visit the following link for further details on protecting your data: Do Not Sell My Personal Information.

Checking Your Financial Professional's Background

We encourage you to check the background of your financial professional on FINRA’s BrokerCheck. This resource provides valuable information about the qualifications and regulatory history of financial professionals.

Regulatory Disclosures

Ross Blount is a Registered Representative with Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Please note that the financial professional/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For additional information, please refer to the LPL Financial Form CRS.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically for the latest information on our privacy practices.

Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Springbok Wealth Partners
720-705-0061
ross@springbokwealth.com