NEBKOTA FINANCIAL SERVICES, LLC
6417 W Hillary Dr. Sioux Falls, SD 57106
Phone (605) 212-5916
Fax (866) 402-1219
A Registered Investment Adviser
PRIVACY POLICY
Investment advisors, like all providers of personal financial services, are now required
by law to inform their clients of their policies regarding privacy of client information.
Investment advisors have been and continue to be bound by professional standards of
confidentiality that are even more stringent than those required by law. Therefore, we
have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by
you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information
obtained in the course of our practice except as required or permitted by law. Permitted
disclosures include, for instance, providing information to our employees and, in limited
situations, to unrelated third parties who need to know that information to assist us in
providing services to you. In all such situations, we stress the confidential nature of
information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND
FORMER CLIENT’S INFORMATION
We retain records relating to professional services that we provide so that we are better
able to assist you with your professional needs and in some cases, to comply with
professional guidelines. In order to guard your nonpublic personal information, we
maintain physical, electronic, and procedural safeguards that comply with our
professional standards.
Please call if you have any questions, because your privacy, our professional ethics,
and the ability to provide you with quality financial services are very important to us.
6417 W Hillary Dr. Sioux Falls, SD 57106
Phone (605) 212-5916
Fax (866) 402-1219
A Registered Investment Adviser
PRIVACY POLICY
Investment advisors, like all providers of personal financial services, are now required
by law to inform their clients of their policies regarding privacy of client information.
Investment advisors have been and continue to be bound by professional standards of
confidentiality that are even more stringent than those required by law. Therefore, we
have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by
you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information
obtained in the course of our practice except as required or permitted by law. Permitted
disclosures include, for instance, providing information to our employees and, in limited
situations, to unrelated third parties who need to know that information to assist us in
providing services to you. In all such situations, we stress the confidential nature of
information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND
FORMER CLIENT’S INFORMATION
We retain records relating to professional services that we provide so that we are better
able to assist you with your professional needs and in some cases, to comply with
professional guidelines. In order to guard your nonpublic personal information, we
maintain physical, electronic, and procedural safeguards that comply with our
professional standards.
Please call if you have any questions, because your privacy, our professional ethics,
and the ability to provide you with quality financial services are very important to us.
Regulatory & Disclosure Information:
Nebkota Financial Services, LLC is a Registered Investment Advisor firm registered with the Securities and Exchange Commission. We provide fee-based investment management and personal financial planning advice. Our principal place of business is 6417 W Hillary Dr. Sioux Falls, SD 57106.
The information in this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting, or specific advice for your situation.
This site is not deemed to be a solicitation for advisory services in any other state in which Nebkota Financial Services, LLC is not registered or is exempt from registering. Individual RIA firms are neither approved nor recommended by the SEC.
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