11460 Tomahawk Creek Pkwy. Ste. 420 Leawood, KS

Privacy Policy

Rev. September 2021

FACTS:  WHAT DOES KAVAR CAPITAL PARTNERS GROUP, LLC DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social security number, date of birth, name, address, phone number and email address
  • Account balances and transaction history
  • Investment experience and risk tolerance
  • Income, net worth, assets and employment information

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Kavar Capital Partners Group, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Kavar Capital Partners Group, LLC share? Can you limit this sharing?

For our everyday business purposes

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes No

For our marketing purposes

to offer our products and services to you

Yes No

For joint marketing with other financial companies

No We don’t share

For our affiliates’ everyday business purposes

information about your transactions and experiences

Yes No

For our affiliates’ everyday business purposes

information about your creditworthiness

No We don’t share

For nonaffiliates to market to you

No We don’t share
Questions?

Call 913-428-3300 or go to https://kavarcapital.com

Who we are

Who is providing this notice?

Kavar Capital Partners Group, LLC

What we do

How does Kavar Capital Partners Group, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Kavar Capital Partners Group, LLC collect my personal information?

We collect your personal information, for example, when you:

  • Seek investment advice
  • Give us your income information
  • Open an account
  • Fill out a Financial Planning Questionnaire or Biographical Data form
  • Provide us your portfolio statements or deposit money
  • Enter into an investment advisory agreement

We collect your personal information from others, such as affiliates or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include Focus Operating, LLC and Focus Client Solutions, LLC.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Kavar Capital Partners Group, LLC does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Kavar Capital Partners Group, LLC does not jointly market.

Other important information

For more information on the Privacy Policy for Charles Schwab: Schwab Privacy Policy

For more information on the Privacy Policy for TD Ameritrade: TD Ameritrade Privacy Policy