We at Gundrum Insurance & Investments, LLC are committed to safeguarding the personal information of our customers. This notice will help you understand how we collect, disclose, use and protect your nonpublic personal financial information we collect.

We do not disclose nonpublic personal financial information about customers or former customers to affiliated and non-affiliated third parties except as permitted by law. When permitted by law this information is not shared for any purpose other than the underwriting or administration of a customer's policy and/or account with our company. We never sell this information to a third party.

We restrict access to nonpublic personal financial information about you to those employees who need to know that information to provide products or

Insurance Services Privacy Information and Policy

services to you. We maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to guard your nonpublic personal financial information.

Privacy Policy

Investment Services Privacy Information and Policy

We collect, retain and use nonpublic personal financial information about you for the purpose of serving your insurance needs, providing accurate quotes, and administering our customer relationships. We may collect information about you from the following sources:

  • Information we receive from you on applications or other forms or in response to oral requests for information from you. Examples include identifying information such as your name and address.
  • Information about your transactions with us or others. Examples include the policies you have purchased from us and your premium payment history.
  • Information we receive from a consumer reporting agency. Examples include your credit history or credit worthiness, motor vehicle reports and loss information reports.

(262) 644-5866

Our investment services privacy information and policy is covered by the First Allied Securities Privacy Policy

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