Privacy Policy

What does Anchor Pointe Wealth Management, LLC do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include; Social Security number,  financial information,  account balances and transaction history and Beneficiary Information.

How?

All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their personal information; the reasons we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

For our everyday business purposes—
such as to, process your transactions, maintain your
account(s), respond to court orders and legal investigations or report to credit bureaus

Yes

No

For our marketing purposes—
to offer our products and services to you

Yes

No

For joint marketing with other financial companies

No

N/A

For our affiliates’ everyday business purposes— information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes— information about your creditworthiness

No

N/A

For our affiliates’ everyday business purposes— information about your creditworthiness

No

N/A

For non-affiliates to market to you

No

N/A

To limit our sharing:
Call 573-334-0034
Please note: If you are a new customer, we can begin sharing your information from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Who We Are


Who is providing this notice?
Anchor Pointe Wealth Management, LLC

How do we protect your personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How do we collect your personal information?
We collect your personal information when you engage our services and we gather information to provide your services. We may also collect your personal information from others, such as affiliates or other companies.

Why can’t you limit all sharing?
Federal law gives you the right to limit only sharing for affiliates’ everyday business purposes -
information about your creditworthiness affiliates from using your information to market to you, sharing for non-affiliates to market to you

Definitions:

Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.
Non-affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Questions? Call 573-334-0034 or email derieck@anchorpointewealth.com