Privacy Statement

What does Lindsey Wealth Management, LLC do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Assets and investment experience
  • Account transactions and risk tolerance, and
  • Employment information

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Lindsey Wealth Management, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does Lindsey Wealth Management LLC, share?

Can you limit this sharing?

For our everyday business purposes —
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes —
to offer our products and services to you

Yes

No

For joint marketing with other financial companies

No

We do not share

For our affiliates’ everyday business purposes —
information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes —
information about your creditworthiness

No

We do not share

For our affiliates to market to you

No

We do not share

For nonaffiliates to market to you

No

We do not share

Who We Are

Who is providing this notice?

Lindsey Wealth Management, LLC and affiliates set forth below.

What We Do

How does Lindsey Wealth Management, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Lindsey Wealth Management, LLC collect my personal information?

We collect your personal information, for example, when you

  • Open an account or seek advice about your investments
  • Direct us to buy securities or direct us to sell your securities
  • Enter into an investment advisory contract or tell us about your investment or
  • Retirement portfolio or earnings

When you are no longer our customer, we continue to share your information as described in this notice.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • Sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • Affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

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

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • The only affiliation is Darwin J. Lindsey as an independent insurance agent.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Lindsey Wealth Management, LLC does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Lindsey Wealth Management, LLC doesn’t jointly market.

Questions

Call 812-316-2079 or email [email protected].

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