Prospera Investment Advisors
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Prospera Investment Advisors
Home
About
Book a Consultation
Planning
Investments
Legacy
Employer Plans
Portfolio Analysis
New Client Journey
Client Resources
Contact
Video Library
More
  • Home
  • About
  • Book a Consultation
  • Planning
  • Investments
  • Legacy
  • Employer Plans
  • Portfolio Analysis
  • New Client Journey
  • Client Resources
  • Contact
  • Video Library
  • Home
  • About
  • Book a Consultation
  • Planning
  • Investments
  • Legacy
  • Employer Plans
  • Portfolio Analysis
  • New Client Journey
  • Client Resources
  • Contact
  • Video Library

Privacy Statement

At Prospera Investment Advisors, we prioritize your privacy and are committed to protecting your personal information. This summary provides an overview of how we collect, use, share, and safeguard your information.


Information We Collect

  • Personal Information: Includes your name, address, email, phone number, and financial details.
  • Usage Data: Includes your IP address, browser type, and website usage patterns.
  • Cookies and Tracking Technologies: Used to enhance your online experience.


How We Use Your Information

We use your information to provide and improve our services, communicate with you, and comply with legal obligations.


Information Sharing

We share your information internally with affiliated companies to provide services. We do not sell your personal information to third parties.


Your Rights

You have the right to access, correct, or delete your personal information. For residents of the EU and California, additional rights under GDPR and CCPA apply.


Data Security

We implement industry-standard security measures to protect your information.


Contact Us

If you have any questions or concerns about our privacy practices, please contact us using the contact us form.


Copyright © 2024 Prospera Investment Advisors - All Rights Reserved.


Chad Heberly offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Prospera Investment Advisors is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Chad Heberly, independent agent. Prospera Investment Advisors, Chad Heberly, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Chad Heberly, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Chad Heberly, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. 


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