Nelson Investment Planning Services, Inc.
Nelson Ivest Brokerage Services, Inc.

Privacy Policy Statement

Nelson Investment Planning Services, Inc. and Nelson Ivest Brokerage Services, Inc.
collects nonpublic personal information about you from the following sources:

• Information we receive from you on applications, new client cards or other forms;

• Information about your transactions with us or others; and

• Information we may receive from a consumer reporting agency.

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law or by your express permission.
If you ever decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and pratices as described in this notice.

Nelson Investment Planning Services, Inc. and Nelson Ivest Brokerage Services, Inc. restricts access to your personal and account information to those employees who need to know that information to provide products or services to you. Nelson Investment Planning Services, Inc. and Nelson Ivest Brokerage Services, Inc. maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

This policy will remain in effect until further notice.