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Legal

GENERAL DATA
PROTECTION
REGULATION POLICY.

Last Updated: May 2026

This GDPR Privacy Notice applies to individuals located in the European Economic Area (EEA) and explains how ProPartners Team, LLC and ProPartners Wealth, LLC collect, use, and protect personal data in accordance with the General Data Protection Regulation (GDPR).

Data Controller

ProPartners Team, LLC and ProPartners Wealth, LLC
501 Fay Street, Ste. 106
Columbia, MO 65201
info@propartnersteam.com

Personal Data We Collect

We may collect the following categories of personal data: contact information including name, email address, and phone number, professional information including practice name and career stage, financial information provided in connection with our services, and website usage data collected through cookies and analytics tools.

Legal Basis for Processing

We process your personal data on the following lawful bases: your consent where you have provided it, the performance of a contract or steps taken prior to entering a contract, compliance with a legal obligation, and our legitimate interests in operating and improving our services. Where personal data is processed in connection with investment advisory services offered through ProPartners Wealth, LLC, processing may also be required to comply with applicable securities laws and regulations.

How We Use Your Data

We use your personal data to respond to inquiries and service requests, deliver and improve our services across both ProPartners Team, LLC and ProPartners Wealth, LLC, send communications you have consented to receive, and comply with applicable laws and regulations including securities regulations applicable to registered investment advisors.

Data Retention

We retain your personal data for as long as necessary to fulfill the purposes for which it was collected or as required by applicable law. Personal data related to investment advisory services may be subject to mandatory retention periods under applicable securities laws and may not be eligible for deletion upon request. When your data is no longer needed and retention is not required by law we will securely delete or anonymize it.

Your Rights Under GDPR

If you are located in the EEA you have the following rights regarding your personal data: the right to access your data, the right to correct inaccurate data, the right to request deletion of your data subject to applicable legal and regulatory retention requirements, the right to restrict or object to processing, the right to data portability, and the right to withdraw consent at any time where processing is based on consent. To exercise any of these rights please contact us at info@propartnersteam.com. We will respond to your request within 30 days.

International Data Transfers

ProPartners Team, LLC and ProPartners Wealth, LLC are based in the United States. If you are located in the EEA please be aware that your data may be transferred to and processed in the United States where data protection laws may differ from those in your country.

Changes to This Notice

We may update this GDPR Privacy Notice from time to time. Any changes will be posted on this page with an updated effective date.

Contact

For questions or concerns about this notice or our data practices please contact us at info@propartnersteam.com or (573) 818-2250.