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DISCLOSURE

Lexus Wealth Management, LLC (“LWM”) is a registered investment adviser 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 LWM 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 LWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another 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.

PRIVACY POLICY

Lexus Wealth Management, LLC has adopted this policy with recognizing that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. Lexus Wealth Management is committed to protecting the confidentiality and security of all customer information. The Leave Wealth Management Privacy Policy applies to both current and former customers of Leave Wealth Management

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WHAT INFORMATION IS COLLECTED?

We collect “personally identifiable information” and “automatic information.”

“Personally identifiable information” is information that tells us who you are, such as your name, your postal address, and your e-mail address. Personally identifiable information does not include aggregate information that, by itself, does not allow for the identification of an individual person. We collect personally identifiable information only if you voluntarily choose to provide it to us. You do not have to provide personally identifiable information to access our website.

“Automatic information” is technical information automatically collected by our web server (which may be hosted by a third-party), such as the identity of your internet service provider, the type of browser that you use, and your computer’s IP address. An IP address is a number assigned to your computer when you connect to the Internet. Each time you visit our web site; our web server automatically recognizes (where possible) and collects this information.

 

HOW IS THE INFORMATION USED AND SHARED?

We may use personally identifiable information for the purposes for which it was collected. For example, to the extent that we collect personally identifiable information when the contact form is completed, we will use the information in connection with, among other things, to contact you per your request.

In addition to using personally identifiable information for the purposes for which it was collected, we may also use it to send you publications, invitations and other marketing materials that may be of interest to you.

We use automatic information for internal purposes, such as the administration of our website, improving the website, and assisting us in understanding how the website is used.

CAN YOU CHANGE THE INFORMATION COLLECTED?

If you want to change, correct or update personally identifiable information submitted on our website, please contact us.

CAN WE CHANGE THIS PRIVACY POLICY?

We reserve the right to revise our Privacy Policy at any time. The most current version of the Privacy Policy can be reviewed by clicking on the “Privacy Policy” hypertext link located at the bottom of our web pages. Your continued use of our website after we post any revisions constitutes your agreement to any such revisions. If any such revisions are unacceptable to you, do not access the website.

IS THE INFORMATION COLLECTED SECURE?

Information transmitted on the Internet and/or stored on systems attached to the Internet is not 100% secure. As a result, we do not ensure, warrant or guarantee the security or integrity of any information transmitted to us over the Internet or stored on our systems. Although we employ industry standard devices, software and techniques to protect your data, please do not disclose any private or confidential information to us via this website.

LINKS TO OTHER WEBSITES

The Privacy Policy is not applicable to, and we are not responsible for, the privacy practices of any third party websites to which this website may link. Please familiarize yourself with the privacy policies of any third-party websites you visit, as they will govern any information collected by those websites.

CONTACT INFORMATION

If you have questions regarding this Privacy Policy, please call 402-454-7222 or email at zola@lexuswealth.com.

SAFEGUARDING INFORMATION

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Lexus Wealth Management maintains physical, electronic, and procedural safeguards to protect customer information. Access to customer information is limited to those employees who need the information to properly service and maintain accounts. All Lexus Wealth Management employees sign a confidentiality agreement not to disclose customer information.

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