Disclosure
Wealth Management Network, LLC (“WMN”) is a registered investment adviser with the US Securities and Exchange Commission. Advisory affiliates of WMN are also registered representatives of Financial Telesis, Inc., an unaffiliated registered broker-dealer and member FINRA and SIPC. WMN, investment adviser representatives and broker-dealer agents may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed or otherwise excluded or exempted from registration requirements. The purpose of this web site is for the information distribution of our service offerings. Any communications with prospective clients residing in states or international jurisdictions where WMN and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Investment advice offered through Wealth Management Network, LLC. Securities offered through Financial Telesis, Inc., member FINRA and SIPC.
Privacy Policy
Our Continuing Privacy Commitment to You
At Wealth Management Network, LLC we are committed to safeguarding the privacy of information we maintain about you. As you may be aware, federal privacy laws require that we explain to you how we handle “non-public personal information”. This is information that in the course or our relationship with you, we receive or develop about you. It includes (1) information you provide to us orally or on applications or other forms, (2) information we develop about you in the course of providing our services to you, such as the amount and the type of your assets that we manage and transactions we place on your behalf.
We are committed to maintaining the privacy of your non-public information, so we do not disclose this private information to others, except as permitted and/or required by law. For example, as you might imagine, we rely on certain non-affiliated third parties for services that are necessary to enable us to provide our professional services to you. These may include our attorneys, auditors and accountants. In addition, there may be certain non-affiliated third parties, such as investment managers, pension administrators, trustees, insurance companies, and custodians who may provide services to you, in conjunction with our services and may require access to information containing your non-public information. In addition, we may disclose your non-public personal information to others, with your consent, where required by law or judicial process (such as a court order).
Wealth Management Network, LLC will not use, collect, or store internet (cookies) during your visit. When you visit our website, our computer may use devices known as “cookies”, graphic interchange format files (GIFs), or other similar Web tools to enhance your Web experience. These tools enable us to recognize you when you return to our site, maintain your Web session while you browse, as well as help us provide you with a better, more personalized experience with Wealth Management Network, LLC.
Additionally, we restrict access to your non-public information among our own personnel. Only those who need the information in order to help us provide wealth management services to you have access. We also maintain physical, electronic, and procedural safeguards to secure your non-public personal information.
Also, in accordance with regulatory requirements, Wealth Management Network, LLC maintains a Business Continuity Plan, that describes what steps will be taken to ensure the continuity of our business operation in the event of an unanticipated disaster. The plan has been designed with procedures to ensure that client documentation will be accessible and that contact between Wealth Management Network, LLC and its clients will be sustained.
If you have any questions about our practices with respect to your non-public personal information, or our Business Continuity Plan you may contact us by telephone, mail or fax, as noted in the contact us section of this website.
The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.