PRIVACY NOTICE
This notice is being provided to you in accordance with the Securities and Exchange Commission’s rule regarding the privacy of consumer financial information (“Regulation S-P”). Please take the time to read and understand the privacy policies and procedures that we have implemented to safeguard your nonpublic personal information.
INFORMATION WE COLLECT
Wrought Advisors LLC dba Wrought Financial Planning ("Wrought” or “We”) must collect certain personally identifiable financial information about its clients to ensure that it offers the highest quality financial services and products. The personally identifiable financial information which we gather during the normal course of doing business with you may include:
1. information we receive from you on applications or other forms including your phone number and consent status to provide you with SMS services;
2. information about your transactions with us, our affiliates, or others;
3. information collected through an Internet “cookie” (an information collecting device from a web server); and
4. information we receive from a consumer reporting agency.
INFORMATION WE DISCLOSE
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We do not disclose your personal information to any third party for the purpose of allowing that party to market other products to you. In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information. We will not share your opt-in to SMS with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.
CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
USER RIGHTS AND TERMS FOR SMS
You can opt-out of receiving messages at any time by replying STOP. For any questions or concerns regarding your privacy, please contact us at856-249-9980. By opting into our SMS program, you agree to receive text messages from Wrought Financial Planning regarding our services. Message frequency may vary. You will receive messages when necessary. Standard message and data rates may apply. Please check with your mobile provider for details. You can opt-out of receiving messages at any time by replying STOP. For help, reply HELP. For assistance, contact us at856-249-9980. By participating, you agree to our terms and conditions and privacy policy. We reserve the right to modify these terms at any time.