California Consumer Privacy Act

Effective January 1, 2020, if you are a California resident, you have expanded rights regarding the collection and disclosure of information about yourself as part of the California Consumer Privacy Act of 2018 (CCPA).

Only you or your authorized representative may make these requests. You may make requests for data disclosure or portability no more than twice in a 12-month period. In your request, you must provide enough information to allow us to verify you are the person about whom we collected personal information, or their authorized representative. We can’t respond to your request if we can’t verify your identity. We will only use the information you provide in a request to verify your identity. Authorized representatives will be contacted to provide a signed, written permission to make such requests or power of attorney. You may also make a request on behalf of your minor child.

If you have questions about any of these rights, please call us at 866.569.2450.

We will not discriminate against you for exercising any of your CCPA rights.

Information We Collect

The types of personal information the Firm collects and shares for everyday business purposes and for marketing purposes depends on the product or service you have or for which you are applying. This information may include, but may not be limited to:

  • Name, Social Security number and income
  • Account balances and payment history
  • Credit history and credit scores

Right to Know

In accordance with the CCPA, you have the right to know what information we have collected about you. You can request us to disclose this personal information no more than twice in a 12-month period. If you would like a list of the information we maintain, we will email it to you within 45 days of your request. If we require more time (up to 90 days) we’ll let you know this, and the reason why, in writing. Call 866.569.2450 and ask for the Compliance Department or click here to proceed with this request.

Right to Delete

In accordance with the CCPA, you have the right to request that we delete the information we have about you. Larson Financial Holdings, LLC offers several services that require certain information in order to work. Deleting your information can affect your ability to:

• Receive regular newsletter updates
• Receive offers or event invitations
• Access services from our affiliates.

We will attempt to complete your request within 45 days. If we require more time (up to 90 days) we’ll let you know this, and the reason why, in writing. Call 866.569.2450 and ask for the Compliance Department or click here to proceed with this request.

“Do Not Sell”

Larson Financial Holdings, LLC does not now, nor have we in the past, sell or sold consumer information to third parties for financial gain.
Please read the “information we collect” section of the Larson Financial Holdings, LLC Privacy Policy for more information on information we collect and why.

Other California Privacy Rights

California’s “Shine the Light” law (Civil Code Section 1798.83, also known as S.B. 27) allows customers to opt out of having your personal information shared for direct marketing purposes. Larson Financial Holdings, LLC does not share your information for direct marketing purposes.