No B.S. Advising

Privacy Policy NOTICE

No B.S. Advising has 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 you expect us to service you in an accurate and efficient manner.  To do so, we must collect and maintain certain personal information about you.  We want you 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 you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.).  We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

What Information We Disclose

We do not sell, share, or disclose your nonpublic personal information to non-affiliated third party financial companies.  We will not disclose the nonpublic personal information we collect about our customers to anyone except as necessary as follows: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to 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 you 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), however we will not do so.  These third parties are prohibited to use or share the information for any other purpose.  If you decide 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.  You have the right to opt-out by contacting us at (612) 590-5423.

Security of Your Information

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

Changes to our Privacy Policy or Relationship with You

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


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Website Disclosure

No B.S. Advising, LLC (“NBSA”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NBSA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NBSA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.



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