Privacy Policy

This privacy notice discloses the privacy practices for joannholstadvisers.com. This privacy notice applies solely to information collected by this website. It will notify you of the following:

  1. What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared.

  2. What choices are available to you regarding the use of your data.

  3. The security procedures in place to protect the misuse of your information.

  4. How you can correct any inaccuracies in the information.

 

Information Collection, Use, and Sharing 

 

We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

 

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

 

Unless you ask us not to, we may contact you via email in the future to tell you about upcoming events similar to the event you responded to or changes to this privacy policy.

 

Your Access to and Control Over Information 

 

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you, if any.

  • Change/correct any data we have about you.

  • Have us delete any data we have about you.

  • Express any concern you have about our use of your data.

 

Security 

 

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Only employees who need the information to perform a specific job (for example, class registration or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

 

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 720-287-5880 or via email at info@joannholstadvisers.com.

Email: info@joannholstadvisers.com

Lakewood address: 550 S. Wadsworth Blvd - Suite 401 Lakewood, CO 80226     

Lone Tree Address: 10375 Park Meadows Drive – Suite 480 Lone Tree, CO 80124

​© 2019 by Jo-Ann Holst Advisers Inc.

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Complimentary consultation available only to qualified candidates possessing a specified minimum of investible assets. Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Adviser. Not all investments will be suitable or profitable for a specific client's portfolio. Insurance products may be recommended.  Financial advisers serving the Greater Denver area.