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Privacy Policy

Effective Date: May 1st, 2026
Firm Name: GP Financial
Registration: Registered Investment Adviser with the U.S. Securities and Exchange Commission

1. Introduction

This Privacy Policy explains how GP Financial (“we,” “our,” “us”) collects, uses, protects, and discloses information obtained from clients, prospective clients, and visitors to our website (“Site”). Safeguarding your personal information is an important part of our responsibility as a fiduciary.

By using this Site, you consent to the practices described in this Privacy Policy.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide, including:

  • Name, mailing address, email address, and telephone number
  • Date of birth and Social Security number (for advisory clients)
  • Financial account information and investment holdings
  • Employment, income, and tax information
  • Investment objectives, risk tolerance, and overall financial profile

Website Usage Information

When you visit our Site, we may automatically collect non-personally identifiable information such as:

  • Browser type and version
  • IP address
  • Pages visited and duration of visits
  • General interaction data

Cookies or other tracking technologies may be used to enhance user experience. You may adjust your browser settings to disable cookies if preferred.

3. How We Use Your Information

We may use collected information for:

  • Delivering financial planning and investment advisory services
  • Establishing, servicing, and maintaining client accounts
  • Responding to inquiries and communication requests
  • Processing transactions at your direction
  • Meeting regulatory, legal, and compliance requirements
  • Enhancing website functionality and client experience

We do not sell personal information to any third party.

4. Sharing of Information

We may share information with third parties only as permitted or required by law. These third parties may include:

  • Service providers, such as custodians, investment platforms, technology vendors, and back-office providers
  • Regulatory or government agencies, including the SEC or state securities authorities
  • Professional advisers, such as attorneys or tax professionals, with your authorization
  • Operational vendors, solely for business, compliance, or administrative purposes

Shared information is limited to what is necessary for the third party to perform its services. All such parties are required to protect your information and use it only for the purposes for which it was provided.

GP Financial does not share nonpublic personal information with unaffiliated third parties for marketing purposes.

5. How We Protect Your Information

We maintain physical, electronic, and procedural safeguards in accordance with federal standards to protect your personal information, including:

  • Secure data systems and encrypted communication practices
  • Restricted access to personal information
  • Internal policies on data handling and confidentiality
  • Ongoing monitoring of cybersecurity and data-protection protocols

Although we take these precautions seriously, no method of electronic storage or transmission is entirely secure, and we cannot guarantee absolute protection.

6. Your Choices and Rights

Depending on applicable laws and your relationship with GP Financial, you may have the right to:

  • Request access to personal information we maintain about you
  • Request corrections to inaccurate or outdated information
  • Request limitations on certain uses or sharing of your information
  • Request deletion of information where legally permitted

We will respond to such requests in accordance with regulatory requirements.

7. Children’s Privacy

Our Site and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

8. External Links

Our Site may contain links to third-party websites. GP Financial is not responsible for the content, security, or privacy practices of those sites. We encourage you to review the privacy policies of any external websites you visit.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page along with an updated effective date. Continued use of the Site following posted changes constitutes acceptance of the revised policy.

10. Contact Information

For questions or concerns regarding this Privacy Policy, please contact:

GP Financial
2140 S. Wolf Rd.
Des Plaines, IL 60018
(847) 544-58958
info@gp-financial.com

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