Privacy Policy

Rembert Financial Services, LLC ("Rembert") understands that you care about how information about you is collected, used and shared, and Rembert appreciates that you trust this information with Rembert.  Rembert is committed to protecting your information.  Rembert acts in accordance with applicable data protection and privacy laws when collecting and using information about you.

This Privacy Policy (“Privacy Policy”) applies to your use of Rembert’s websites (collectively, this “Website”) and describes what kind of information Rembert collects, when and how Rembert might use that information, how Rembert protects the information, and the choices you have with respect to your personal information.  Rembert may change, add to, or remove all or any portion of this Privacy Policy at any time, and will post the current Privacy Policy so that you will always have the current Privacy Policy available to you.

How to Contact Rembert

Should you have any comments or questions about how Rembert collects and uses your personal information, please reach out via email to privacy@rembertfinancialservices.com or by telephone to 414.888.9694.

Applicability & Eligibility

This Privacy Policy applies to this Website, and Rembert’s collection, use, disclosure, and protection of your data.  It does not apply to third-party websites, applications, or services.  Before accessing, using, or interacting with the Websites, you should carefully review the terms and conditions of this Privacy Policy.

By using this Website, you are agreeing to Rembert's Privacy Policy, without modification, and confirming you have read and understand these policies, including how and why Rembert uses your information.  If you do not want Rembert to collect or process your personal information in the ways described in this Privacy Policy, you should not use the Websites.

This Website is not intended for individuals under the age of 17. Rembert does not knowingly collect personal information directly from individuals under 17 years of age. Rembert’s financial services are not intended for individuals under 17 years of age. If you are under 17 years of age, you should not submit or post personal information on this Website.

Personal Information Collection and Use

Rembert collects information about you and your use of this Website through various means, including information Rembert receives from you on website forms, as well as through your access, use, or interaction with this Website.  Such processing is utilized to provide this Website to visitors.

Please do not submit any confidential, proprietary or sensitive personally identifiable information (e.g., Social Security Number, Driver’s License Number, Credit Card Number, Bank Account Number or other financial information) to Rembert through this Website.   Rembert is not liable or responsible for any consequences resulting from the submission of this personally identifiable information through this Website. If you do submit this information, you do so at your own risk.

Where Rembert gathers your information using consent, your opt-in consent will be clearly obtained.  You may withdraw this consent at any time by contacting Rembert at privacy@rembertfinancialservices.com. 

Personal Information You Provide to Rembert

The following table provides more detailed information on the personal information you provide to Rembert and why it is collected:

Information Rembert collects

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1. If you provide your email address to Rembert or otherwise request or agree to receive electronic communications from us for marketing communications, Rembert may collect your name, email address, phone number, or physical address. You may unsubscribe at any time by clicking the unsubscribe link found in any email Rembert sends.

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​2. If you use a form on this Website to request Rembert to contact you, schedule an appointment or provide certain other information, Rembert may collect your name, email address, phone number, or physical address.

Why Rembert collects it

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1. Rembert uses your information to send you updates that may be relevant to you regarding financial services, Rembert events, activities, and news.  This information is necessary to send you the communications and information you have requested.

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2. This information is necessary for Rembert to provide services or information you requested or to take steps to enroll you in a particular Rembert service.

Personal Information Rembert Automatically Collects

Rembert automatically collects certain information and data when you use, visit or navigate this Website. Rembert refers to this automatically collected information as “Device Information.” The information Rembert collects could be aggregate and/or user-specific individual information but does not reveal your specific identity (like your name and/or contact information).  This information is primarily needed to maintain the security and operation of this Website and for internal analytics and reporting purposes.  This information includes device characteristics (including operating system and name), your IP address, browser characteristics, communication data, referring URLs (what web websites or search terms that referred you to the Websites), how and when you use our and other technical information, time zone, location, country, language preferences and patterns of use (information on the individual web pages or services you view on this Website, and browsing and navigation patterns within this Website).

Cookies

When you visit this Website, Rembert collects Device Information using so-called “cookies” to make this Website more user-friendly, effective, and secure. A cookie is a small piece of data sent from a website and stored in a file on your browser. A cookie is useful for having the browser remember specific information across several pages or between visits to a website. In addition to cookies, Rembert uses scripting, which is code run on the website to collect information such as actions you’ve completed on this Website or items you click on. Rembert also uses “pixels,” which are transparent image files sent from this Website to your browser to help us record items like IP address and time. For the purposes of this Privacy Policy, Rembert refers to all these technologies as “cookies.”

Rembert does not store any sensitive information within your cookies. This Website does not read any information stored in cookies given to you from other websites, except in rare cases where the other website is a provider of information or functionality within this Website and that cookie is necessary to make this Website functions correctly.

Most of the cookies Rembert uses are “session cookies” which are automatically deleted as soon as you leave this Website. Other cookies, so-called “persistent cookies,” remain on your computer until you delete them. Using these cookies allow Rembert to enhance your experience in interacting with this Website, such as by helping recognize your browser the next time you visit and loading previously viewed pages faster. Rembert uses cookies to offer you the best possible experience on the Websites.

Rembert also uses cookies to collect browsing information in order to improve your overall experience. Rembert uses this information to track usage of this Website and compile statistics. This helps Rembert improve this Website, so you will find it more useful and informative, and enable customized promotions you may be interested in. Rembert may use the combination of data Rembert collects, such as browsing information and email address, to join known devices together and provide you personalized experiences on the device you are currently using. Impression data from cookies, which indicates who has seen marketing and/or information about Rembert's services on this Website or third-party websites, may be used to improve Rembert's marketing practices.

Rembert may use browsing information collected (including IP address, email address and data received from Google Analytics) to match with information received from third parties (including behavioral information and device identifiers) and client information to learn more about an individual or a group. These actions help us analyze interactions with this Website, improve marketing efforts, inform Rembert's strategic approach and improve your experience. Rembert also may use this information to directly market Rembert’s services, to the extent permitted by law. Rembert may use third parties to perform these and other activities.

You can set your browser to notify you when you receive a cookie, giving you the chance to decide whether to accept it. Browsers may also be set up to display a warning when a cookie is used. You may even disable your browser from accepting cookies. Disabling cookies is unique to each browser and device you use. Disabling cookies on one device will restrict the ability to tie that device to other devices you use. Parts of this Website may not function properly if you disable cookies. To provide you with the best possible experience while visiting this Website, please enable cookies within your browser. For more information about using browsers to manage cookies, please see All About Cookies.

Rembert also enables cookies to be placed or accessed on your device by third party advertising networks. These kinds of persistent cookies remember the websites you visit, and that information is shared with other parties, such as advertisers. Rembert may use third-party advertising networks to help deliver tailored online ads to you. To learn more about opting-out of this type of interest-based advertising, please visit the Network Advertising Alliance (NAI) Consumer opt-out website.

Do Not Track

Most web browsers and some mobile operating systems and mobile applications include a “do not track” feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored or collected.  Rembert's web services do not alter, change, or respond upon receiving Do Not Track (DNT) requests or signals in browsers. As described in more detail above, Rembert tracks user activity using cookies and similar technologies.

Google Analytics

Rembert uses a tool called “Google Analytics” to collect information about use of this Website. This tool uses persistent cookies to allow Rembert to see behavior information relating to visitor age, gender and interests. Rembert may also use this data to create remarketing lists. You can opt out of Google Analytics without affecting how you visit this Website. For more information on opting out of Google Analytics tracking and customizing Google Display Network ads, visit Google’s Ad Settings.

With whom does Rembert share your information?

Bottom line, Rembert only shares information with your consent, to comply with laws, to provide you with purchased services, to protect your rights, or to fulfill business obligations. Third parties who may receive your personal information include:

• Business partners – These are businesses that Rembert works with to offer you certain services or promotions.
• Non-affiliated service providers – These non-affiliated service providers may offer services like, but not limited to, payment processing, data analysis, email delivery, hosting services, customer service, marketing efforts, etc.  These companies may use information about your visits to this Website and other websites that are contained in cookies to provide services, advertisements, or to collect data about how you interact with this Website over time
• Affiliates – If Rembert shares your information with affiliates, they are required to adhere to this Privacy Policy.
• Government and regulatory authorities – Rembert may provide information to government and regulatory bodies to provide the services you have purchased or because of legal and regulatory obligations on Rembert's business.
• Rembert auditors and legal advisors – Rembert may need to provide information to assist with provision of services or management of Rembert's business.
• Relevant industry self-regulatory bodies – Rembert may need to provide information to assist with provision of services or management of Rembert's business.
• Others only as permitted by law

Rembert does not sell your personal information, and Rembert has contracts with service providers to prohibit any sale of your personal information and to provide written assurances regarding the security and privacy protections they have in place to protect your personal information.

In the event there is a change in the corporate structure of Rembert, such as, but not limited to, merger, consolidation, sale, liquidation, or transfer of substantial assets, Rembert may, in its sole discretion, transfer, sell or assign personal information Rembert has about you to one or more affiliated or unaffiliated third parties.

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Where and how long is your personal information stored?

Rembert stores personal information about you on computer systems operated by Rembert or Rembert's service providers. Rembert will maintain personal information about you for as long as necessary in connection with both Rembert's and your legal rights and obligations for the purposes for which it was collected, to defend or advance legal claims, or as otherwise required by applicable laws and regulations.

How is my personal information secured?

Rembert maintains physical, technological and administrative safeguards to protect your personal information and prevent unauthorized or accidental use, access, or loss. Rembert limits access to personal information about you to those who have a business need for such access. Individuals who process personal information on Rembert's behalf generally may do so only in an authorized manner and are required to keep your information confidential. Rembert limits access to our premises and to our computer networks and takes steps to safeguard against unauthorized access to such premises and networks.

What are your rights?

You may have various rights with respect to your personal information depending on where you live, the information Rembert has about you, and the context in which it was obtained. These rights are defined under a variety of privacy laws and regulations, each of which may or may not apply to our relationship with you or your personal information. Rembert may choose to extend these rights to you even if we are not required to under applicable law.

Privacy Rights under the California Consumer Privacy Act (“CCPA”)

For residents of California, to the extent Rembert has collected information about you, you may have rights to your personal information as described below:

• Right to know – You may be entitled to request that Rembert disclose to you your personal information Rembert has collected about you, the categories of sources from which Rembert collected the information, the purposes of collecting the information, the categories of third parties with whom Rembert has shared the information, and the categories of personal information that Rembert has shared with third parties for a business purpose. Before providing any of this information, Rembert must be able to verify your identity.
• Right to opt-out – Rembert currently does not sell personal information to third parties, and therefore do not offer this option. Rembert may share personal information about you with business partners and others as permitted by law. Please see the “With whom does Rembert share your information?” portion of this Privacy Policy for more information.
• Right to deletion – Subject to certain conditions, you may be entitled to request that Rembert delete personal information about you. Before deleting information, Rembert must be able to verify your identity. Rembert will not delete personal information about you when the information is required to fulfill a legal obligation, is necessary to exercise or defend legal claims, or where Rembert is required or permitted to retain the information by law. For example, Rembert cannot delete information about you while continuing to provide you with a service or where required to be retained.

Rembert does not discriminate against you if you choose to exercise these rights.

Submitting Privacy Requests

You can exercise your privacy rights by submitting requests to Rembert to exercise those rights and by taking other steps that will limit how information about you is collected, used, and shared.

Opting out of email marketing

If you no longer wish to receive marketing or promotional emails from Rembert, please click the unsubscribe link included in the footer of every promotional email Rembert sends, or contact Rembert directly as provided in the “How to Contact Rembert” section of this Privacy Policy.

Submit personal information requests under the CCPA

For residents of California, you may exercise your privacy rights under the CCPA by submitting a Personal Information Request by emailing privacy@rembertfinancialservices.com or by calling 414.888.9694.

Rembert must verify your identity before fulfilling your personal information request. To verify your identity, Rembert will collect information from you, including, to the extent applicable, your name, government identification number, date of birth, contact information, your account information, answers to security questions, or other personal identifying information. Rembert will match this information against information previously collected about you to verify your identity and to respond to your request. Information collected for purposes of verifying your request will only be used for verification and to respond to your personal information request. If Rembert is unable to verify your identity as part of your request, Rembert will not be able to satisfy your request. For deletion requests, you will be required to submit a verifiable request for deletion and then to confirm separately that you want personal information about you deleted.

Linking to Third Parties

When you leave this Website and go to another linked website, Rembert is not responsible for the content or availability of the linked website. Please be advised that if you enter into a transaction on the third-party website, Rembert does not represent either the third party or you. Further, the privacy and security policies of the linked website may differ from those practiced by Rembert.

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Changes to this Policy

Rembert reserves the right to change this Privacy Policy at any time in Rembert's sole discretion. If Rembert makes changes, Rembert will post the revised policy here, so that you can see what information Rembert gathers, how Rembert might use that information and in what circumstances Rembert may disclose it. By continuing to use Rembert's services after notice is provided, you accept and agree to this Privacy Policy as modified.