Disclosure/ Privacy

Disclosure/ Privacy

Advisory services are offered through Elevated Planning; an investment advisor firm domiciled in the State of Colorado. 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 our firm 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.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

We recognize the importance of protecting clients’ privacy. We have policies to maintain the confidentiality and security of nonpublic personal information. We maintain physical, electronic and procedural safeguards to protect clients’ nonpublic personal information. We respect and value that you have entrusted us with private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting privacy as provided herein.

If you have any questions regarding this privacy notice, please contact the Chief Compliance Officer, Sara Gardner at 720-460-1771.

Apr 28, 2015 | Posted by | Comments Off on Disclosure/ Privacy