WISCONSIN WEALTH ADVISORS LLC

Privacy Policy

We have adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that the customer expects us to service their accounts in an accurate and efficient manner.  To do so, we must collect and maintain certain personal information about our customers.  We want the customer to know what information we collect and how we use and safeguard that information.

What Information We Collect                                                                                      

We collect certain nonpublic personal identifying information about our customers (such as name, address, social security number, etc.) from information that the customer provides on applications or other forms as well as communications (electronic, telephone, written, or in person) with the customer or authorized representatives (such as attorneys, accountants, etc.).  We also collect information about brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

What Information We Disclose                                                                                     

We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship and then only to those persons necessary to effect the transactions and provide the services that the customer authorizes (such as broker-dealers, custodians, independent managers, etc.); (ii) persons assessing our compliance with industry standards (e.g. professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information about our customers to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs).  These third parties are prohibited to use or share the information for any purpose.  If the customer decides at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.

Security of Customer Information                                                                                              

We restrict access to customer nonpublic personal information to those employees who need to know that information to service the accounts.  We maintain physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect customer personal information.

Changes To Our Privacy Policy Or Relationship With The Customer                            

Our policy about obtaining and disclosing information may change from time to time.  We will provide the customer notice of any material change to this policy before we implement the change.

Google Analytics

We use Google Analytics on our corporate website.  Google Analytics mainly uses first-party cookies, data related to the device/browser, IP address and on-site/app activities to measure and report statistics about user interactions while on our site. Users may disable cookies or delete any individual cookie.

Google Analytics also collects Internet Protocol (IP) addresses to provide and protect the security of the service, and to give us a sense of which country, state, or city in the world our users come from (also known as “IP geolocation”).