As a client of Holmlund Financial, you have entrusted to our care your personal and financial data. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests. Because your personal and financial data are your private information, we hold ourselves to the highest standards in their safekeeping and use. We use your information primarily to fulfill regulatory requirements, aid in managing your products, and to make you aware of other insurance products, and services that we are aware of which can be of benefit to you.
In addition to personal information you provide to us, we may receive information about you that you authorize third parties to provide to us. We also may obtain personal information from third parties in order to verify your identity, to prevent fraud, or to help us identify investments, funds, products and services that may benefit you. Personal information collected from any source may include, among other things, your name and address, Social Insurance Number, taxpayer identification number, date of birth, assets, income, account balances, investment activity, and accounts at other institutions. If you post any information on our website or through our website, you should be aware that any information you submit there can be read, collected, or used by other users and could be used to send you unsolicited messages. We are not responsible for the personal information you choose to submit in these forums.