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Rev. 1/2025

FACTS

WHAT DOES FIERCE WEALTH MANAGEMENT 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 depends on the product or service you have with us. This information can include:

Tax Identification Number, Date of Birth, Telephone Number and Address
Annual Income, Tax Bracket, Account Balances and Transaction History
Net Worth, Assets and Employment History

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 clients’ personal information to run their everyday business. In the section below, we list the reasons companies can share their clients’ personal information; the reasons FIERCE WEALTH MANAGEMENT GROUP LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information?	Does FIERCE WEALTH MANAGEMENT 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 non-affiliates to market to you	No	We don’t share
For Broker-Dealers – Broker dealer firm’s having regulatory requirements to supervise certain activities of Adviser’s representative who are also registered with a broker-dealer	Yes	No

Questions?		Call: (317) 608-6545
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Who we are
Who is providing this notice?	FIERCE WEALTH MANAGEMENT GROUP LLC

What we do
How does FIERCE WEALTH MANAGEMENT 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 FIERCE WEALTH MANAGEMENT GROUP LLC collect my personal information?	We collect your personal information, for example, when you Provide your personal information Seek Investment Advice Complete an Application We also collect your personal information from other, such as credit bureaus, 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 non-affiliates 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. FIERCE WEALTH MANAGEMENT GROUP LLC does not share with affiliates so they can market to you.
Non-affiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. FIERCE WEALTH MANAGEMENT GROUP LLC does not share with non-affiliates so they can market to you.
Joint Marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. FIERCE WEALTH MANAGEMENT GROUP LLC does not jointly market.

Other important information

Certain associated persons of Fierce Wealth Management Group LLC are registered representative of LPL Financial. As a result of this relationship, LPL Financial may have access to certain confidential information (e.g., financial information, investment objectives, transactions and holdings) about its clients, even if client does not establish any account through LPL. If you would like a copy of the LPL financial privacy policy, please contact us.