Privacy Policy

Information about how we handle and protect your data.

Hohenshell Financial is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us. We understand that your privacy is fundamentally important.

Information We Collect

We collect non-public personal information about you from the following sources:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us, our affiliates, or others; and
  • Information we receive from a consumer reporting agency.

Information We Disclose

We do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted by law.

How We Protect Information

We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.

LPL Financial Privacy Policy

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For more detailed information, please review the LPL Financial Privacy Policy.