At Landaas & Company, we recognize the importance of your privacy.  We have policies in place to maintain the confidentiality and security of your personal information.  The following policy is designed to help you understand what information we collect from you and how we use that information to service your account.

What Information We Collect

Name and Address

Social Security or Taxpayer Identification Number

Assets and Income

Account Balances and Activity

Accounts at other Institutions

How We Use Information

All non-public information collected is utilized to provide investment advice to you, and to service your investment account.

How We Protect Information & 

Service Your Needs

We treat information about current and former clients and their accounts in a confidential manner.  Our employees may only access information and provide it to third parties in two situations.  We provide this information when completing a transaction at your request, or when we provide other financial services for you.

 

At your request, we may disclose information to professionals such as: attorneys, accountants, lawyers, and/or securities professionals.  We will do this so as to provide services on your behalf as a client of Landaas & Company.

 

We maintain physical, electronic, and procedural safeguards to protect information.  All of our employees have been trained on how to comply with our established information confidentiality procedures.

Landaas & Company does not sell personal information to any outside agencies, nor do we solicit personal information from other agencies.