Privacy Policy

Effective date: October 29, 2026

1. Information We Collect

We collect information only when you actively provide it — by filling out a contact form, using the Cost Calculator or Hiring Assessment, or signing up for resource notifications. If you apply for a job we have posted, see Section 3: Job Applicants.

Contact and business information:

• First name, last name, email address, phone number
• Firm name, state, current team size
• What services you're interested in and any role you're looking to hire
• Notes or questions you choose to share

Tool inputs:

• Cost Calculator: pay type, salary or hourly rate, advisor type
• Hiring Assessment: firm size, AUM, growth metrics, operational information

We do not collect payment card numbers, Social Security numbers, health information, or any other sensitive personal data through this website.

2. How We Use Your Information

We use your information to:

• Respond to your inquiry and schedule a strategy call
• Send you the cost estimate or hiring plan you requested from our tools
• Email you about new resources or content you opted into receiving
• Understand which services are most relevant to financial advisors

We do not sell, rent, or share your information with third parties for their marketing purposes. We do not add you to any marketing list without your consent.

3. Job Applicants

NOL Solutions posts job openings for our own team and on behalf of the financial advisory firms we serve. This section explains how we handle information you submit when you apply to any of those postings, whether through our website, a job board, or our applicant tracking system.

What we collect:

• Name, email address, phone number, and location
• Resume or CV, cover letter, work history, and education
• Professional licenses and registrations (for example, FINRA licenses or a CRD number)
• References, interview notes, assessments, and compensation expectations
• Any other information you choose to include in your application

Some postings may invite you to share demographic information (such as race, gender, veteran, or disability status) for equal employment opportunity reporting. Providing it is completely voluntary, it is stored separately from your application, and it is never used in hiring decisions.

How we use it:

• Evaluate your qualifications for the role you applied to
• Contact you, schedule interviews, and check references
• Consider you for future openings with NOL Solutions or our client firms that match your background
• Meet our legal and record-keeping obligations

We do not use applicant information for marketing, and we do not sell it.

Who we share it with:

• The hiring firm. If you apply to a position at one of our client firms, we share your application with that firm so it can make a hiring decision.
• Other client firms, only with your permission. If we think you're a fit for an opening at a different firm, we will contact you before sharing your information with that firm.
• Service providers that help us run the hiring process, such as job boards and our applicant tracking system (see Section 4).

Background checks. We or the hiring firm will run a background check only after giving you a separate written disclosure and obtaining your written authorization, as required by the Fair Credit Reporting Act.

How long we keep it:

We keep application materials for two years from the date you apply so we can consider you for future openings and meet record-keeping requirements. After that, we delete them unless you have since been hired or have asked us to keep your information on file. You can ask us to remove your application from consideration, or to delete it, at any time by emailing bryan@nolsolutions.com. We will honor deletion requests within 30 days unless we are legally required to keep the records longer.

Each job board you use to apply has its own privacy policy, which governs the information you give that site directly.

4. Third-Party Service Providers

We use the following service providers that process data on our behalf. Each is bound by their own privacy and security standards:

5. Cookies and Analytics

We use Vercel Analytics to understand how visitors use our site — for example, which pages are most popular or what general region visitors are from. This data is anonymous and aggregated. No personally identifiable information is collected through analytics, and we do not use advertising cookies or third-party tracking pixels.

If you prefer not to be included in analytics, you can use a browser-level privacy extension or ad blocker.

6. Data Retention

We retain your contact information for as long as we have an active or potential business relationship. If you ask us to delete your data, we will do so within 30 days unless we are required to retain it for legal or compliance reasons. Job application materials follow the two-year schedule described in Section 3.

7. Your Privacy Rights

California residents (CCPA):

• Right to know what personal information we've collected and how it is used
• Right to request deletion of your personal information
• Right to opt out of the sale of your information — we do not sell personal information
• Right to non-discrimination for exercising your CCPA rights

EEA and UK residents (GDPR):

• Right to access your personal data
• Right to correct inaccurate data
• Right to request erasure (“right to be forgotten”)
• Right to data portability
• Right to object to or restrict processing

Our lawful basis for processing is legitimate interest (responding to your inquiry or evaluating your job application) and consent (where you opted in to receive resources or notifications, or agreed to have your application shared with another firm).

These rights apply to job applicants as well as website visitors and clients.

To exercise any of these rights, email bryan@nolsolutions.com. We will respond within 30 days.

8. Security

We use industry-standard security practices including encrypted data storage (Supabase), TLS encryption for all data in transit, and role-level access controls. No system is perfectly secure, but we take reasonable and appropriate measures to protect your information from unauthorized access, disclosure, or misuse.

9. Children's Privacy

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

10. Changes to This Policy

We may update this Privacy Policy as our practices evolve. When we do, we will update the effective date at the top of this page. Continued use of our website after changes are posted constitutes your acceptance of the updated policy.

11. Contact Us

For privacy questions, data requests, or to exercise your rights: