Our Privacy PolicyAt BKD Wealth Advisors, LLC (BKDWA) and BKD Corporate Finance, LLC (BKDCF), we believe protecting your privacy is important. To help you understand how we protect your personal information, this notice describes our privacy policy and practices.
Like all providers of personal financial services, we are required by law to inform our clients of our policies regarding privacy of client information. BKDWA, BKDCF and its affiliated firms have been, and continue to be, bound by professional standards of confidentiality even more stringent than those required by law. Therefore, we have always protected your right to privacy. Information We CollectWe collect certain nonpublic personal information about you, but only when that information is provided by you or is obtained by us with your authorization. Nonpublic personal information is information about you we obtain in connection with providing a financial product or service to you. This is information not obtainable from a public source. For example, nonpublic personal information may include financial planning questionnaires and profiles, worksheets and other documents we use in providing financial planning or other financial services to you. Information We DiscloseWe do not disclose nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared. Sharing Information with Other BKD, LLP CompaniesWe are also permitted under law to share the nonpublic personal information described above within the BKD, LLP family of companies. These affiliated companies include BKD Wealth Advisors, LLC, BKD Corporate Finance, LLC, and BKD Insurance, LLC, as well as our parent firm, BKD, LLP. All affiliates adhere to the same privacy standards when handling your personal information. Information SecurityWe retain records relating to professional services we provide so we are better able to assist with your professional needs and, in some cases, to comply with professional and regulatory guidelines. We restrict access to your nonpublic personal information to employees of BKDWA, BKDCF and its affiliated firms. Their right to further disclose and use the information is limited by the policies of our firm, applicable law and nondisclosure agreements where appropriate. In addition, we may, depending on the circumstances, use third-party service providers in serving your account. We may share confidential information about you with these service providers but remain committed to maintaining the confidentiality and security of your information. We also maintain physical, electronic and procedural safeguards that comply with our professional standards. If You Cease to Be Our ClientWe will continue to adhere to the privacy policies and practices described in this notice for all former clients. 3/2008 |
