It is the objective of Steady State Media, LLC to hold all personal information provided by current, prospective, and former clients in the strictest confidence and to protect the privacy of all parties. To be able to provide accurate and efficient services, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
Privacy Statement
Information Collected
The types of personal information we collect can include:
- Name, Address, and Date of Birth
- Email Address
- Job Description
Why We Collect and How We Use Information
To conduct regular business, we may collect personal information from sources such as:
• Information we receive from you on account applications, such as your address, date of birth, etc.
- Information about your past transactions with our firm or others
- Information developed as part of any marketing or video work we that are hired to deliver
To administer and manage your accounts it is necessary for us to provide access to client information within the firm and with nonaffiliated companies we have entered into agreements with.
Sharing Information with Other Companies as Permitted by Law
We do not share any of the above referenced nonpublic personal information about our current, prospective, or former clients to nonaffiliated parties unless it is deemed necessary to administer, manage, and service our clients’ accounts or as permitted to do so by law. If required by law, we may provide client information outside of the firm to government entities, consumer reporting agencies, or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries. Additionally, we do not jointly market with affiliated or nonaffiliated companies.
Our Security Policy
In order to protect current, prospective, and former client’s nonpublic personal information, we maintain physical, electronic, and procedural security measures to safeguard confidential client information. We also restrict access about you to those individuals who need to know that information to provide products or services to you and perform their respective duties.
Former Clients
Even if you decide to close your account(s) with us, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic information with strict confidentiality.
Changes to this Policy
We will provide each client with initial notice of the current Privacy Policy when the client relationship is established. If we make any substantial changes in the way we use or disseminate confidential information, we will notify you.
We encourage you to check our website (www.keenwealthadvisors.com) to see when this Privacy Policy was last revised and to be informed of how we are committed to protecting your information.
Questions
Any questions regarding this Privacy Policy may be directed to Patrick Sehn.
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