Broker Check

Our Privacy Policy

DATCU Wealth Management Privacy Policy

 Effective Date: MAY 22, 2024

DATCU Wealth Management values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and protect your information in accordance with broker-dealer regulations and LinkedIn’s policies.

 Information We Collect

When you interact with our LinkedIn page, we may collect the following types of information:

Personal Information: Name, email address, phone number, and other contact details you provide.

Professional Information: Job title, company name, and industry details.

Interaction Data: Information about your interactions with our LinkedIn page, such as likes, comments, shares, and messages.


How We Use Your Information

We use the information collected to:

·       Communicate with you and respond to your inquiries.

·       Provide you with information about our services and offerings.

·       Improve our services and LinkedIn page content.

·       Comply with legal and regulatory requirements.


Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information with:

·       Service Providers: Third-party vendors who assist us in managing our LinkedIn page and delivering our services, specifically, FMG Suite, LLC (Faulkner Media Group).

·       Analytics tracking: We use Google Analytics to track and analyze website traffic. Google Analytics collects information such as your IP address, browser type, operating system, and interaction data. This information helps us understand how visitors use our website and improve our services. Google Analytics data is anonymized and does not identify individual users. For more information on how Google Analytics collects and processes data, please visit Google’s Privacy Policy.

·       Regulatory Bodies: As required to comply with legal obligations and broker-dealer regulations, specifically, LPL Financial Holdings Inc.

·       LinkedIn: In accordance with LinkedIn’s privacy policy and terms of service.


Data Security

We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, please note that no method of transmission over the internet, or method of electronic storage, is 100% secure. These measures include:

·       Encryption: Data transmitted to and from our website is encrypted using Secure Sockets Layer (SSL) technology, provided directly by FMG Suite LLC.

·       Access Controls: Access to personal information is restricted to authorized personnel who need it to perform their job duties. We employ multi-factor authentication and role-based access controls to ensure only authorized users can access sensitive information.

·       Data Anonymization and Masking: Where possible, we anonymize and mask personal data to protect your identity, specifically, Google Analytics.

·       Employee Training: Our employees receive ongoing training on data privacy and security practices to ensure they handle your information in accordance with our security policies and procedures.


Cache and Cookies

All websites use cookies to store visitors’ preferences, record user-specific information on what pages users access or visit, ensure that visitors are not repeatedly sent the same banner ads, customize Website content based on visitors’ browser type or other information that the visitor sends. Cookies may also be used by third-party services, such as Google Analytics.

Users may, at any time, prevent the setting of cookies, by the Website, by using a corresponding setting of your internet browser and may thus permanently deny the setting of cookies. Furthermore, already set cookies may be deleted at any time via an Internet browser or other software programs. This is possible in all popular Internet browsers. However, if users deactivate the setting of cookies in your Internet browser, not all functions of our website may be entirely usable.


Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, such as:

·       The right to access your personal information.

·       The right to request correction or deletion of your personal information.

·       The right to object to or restrict the processing of your personal information.

To exercise these rights, please contact us at (940) 442-5584.


LinkedIn Compliance

Our use of LinkedIn is governed by LinkedIn’s User Agreement and Privacy Policy. We encourage you to review LinkedIn’s privacy practices to understand how they handle your information.


Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

Official Policy