Privacy Policy

Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Legacy Financial Group, LLC.

Information We Collect:
In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:

Categories of Parties to Whom We Disclose:
We will not disclose information regarding you or your account at Legacy Financial Group, LLC, except under the following circumstances:
How We Use Information:
Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:
Legacy Financial Group, LLC does not receive information regarding marketing eligibility from affiliates to make solicitations. Regulation S-ID: Regulation S-ID requires our firm to have an Identity Theft Protection Program (ITPP) that controls reasonably foreseeable risks to customers or to the safety and soundness of our firm from identity theft. We have developed an ITPP to adequately identify and detect potential red-flags to prevent and mitigate identity theft. Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information. Closed or Inactive Accounts: If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you. Complaint Notification: Please direct complaints to: Brian Hood and Bill Elson at Legacy Financial Group, LLC; 6000 Grand Avenue, Suite B, Des Moines, IA 50312; (515) 255-3306. Changes to This Privacy Policy: If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please contact us at: Legacy Financial Group, LLC; 6000 Grand Avenue, Suite B, Des Moines, IA 50312; (515) 255-3306. clearing broker-dealer providing services to you and/or Legacy Financial Group, LLC; Legacy Financial Group, LLC is a Registered Investment Adviser. Past performance is no guarantee of future returns. Investing brings risk and possible loss of principal capital.
We work for you.