Overview
Oaktree Brokerage, a d/b/a of Oak Tree Financial, Inc. (“Oaktree,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what personal information we collect, how we use it, and your choices. It applies to information collected through our websites and landing pages and when you respond to our advertising, such as LinkedIn, Facebook, Google ads that link to our site.
By using our site or submitting a form, you agree to this policy.
Information We Collect
- Contact details (e.g., name, email address, phone number, company, role).
- Form inputs you choose to provide (e.g., your message or practice details).
- Campaign data such as UTM parameters and referral source (e.g., LinkedIn ad).
- Usage data like page views, device/browser info, and IP address (for security, fraud prevention, and analytics).
- Cookies & similar tech to remember preferences and measure performance.
How We Use Information
- Respond to inquiries and fulfill information requests.
- Provide, maintain, and improve our services, websites, and user experience.
- Personalize content and measure the performance of our campaigns.
- Communicate with you about relevant products, services, updates, and events.
- Detect, prevent, and address fraud, abuse, security risks, and technical issues.
- Comply with legal obligations and enforce our terms.
Legal Bases (EEA/UK visitors)
Where applicable, we process personal data based on: (i) your consent, (ii) performance of a contract or pre-contract steps, (iii) our legitimate interests (e.g., improving services, marketing to professionals), and/or (iv) legal obligations.
Sharing & Disclosure
- Service providers that help us operate our business (e.g., hosting, analytics, CRM, email delivery, advertising).
- Professional advisors (e.g., legal, accounting) as needed.
- Compliance and safety when required by law or to protect rights, safety, and security.
We do not sell or “share” personal information for cross-context behavioral advertising.
Cookies & Tracking
We use cookies and similar technologies to keep our site reliable and to understand performance. If you arrive via a LinkedIn ad, LinkedIn and/or our analytics tools may associate your visit with the campaign. You can control cookies through your browser settings. Disabling some cookies may affect site functionality.
Data Retention
We keep personal information only as long as necessary for the purposes described above, to comply with legal obligations, resolve disputes, and enforce agreements. When no longer needed, we take steps to delete or de-identify data.
Your Choices & Rights
- Access/Update/Delete: You may request a copy, correction, or deletion of your personal information.
- Marketing: You can opt out of marketing emails by using the unsubscribe link if this is an email or contacting us.
- EEA/UK: You may have rights to object or restrict processing and data portability; you can also lodge a complaint with your local authority.
- California (CPRA/CCPA): You may request access, correction, deletion, and learn about our data practices. We do not sell or share personal information.
To exercise rights, contact us using the details below.
Security
We implement reasonable technical and organizational measures to protect personal information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
Children’s Privacy
Our services are intended for professionals and are directed to individuals 18 years of age or older, and we do not knowingly collect information from anyone under 18.
Third-Party Services
Our site may link to third-party sites (e.g., carrier pages) and may use third-party services (e.g., analytics, advertising platforms like LinkedIn, CRM/email providers, and Google reCAPTCHA on forms). These parties have their own privacy practices.
reCAPTCHA is subject to the Google Privacy Policy and Terms of Service.
Changes to This Policy
We may update this Privacy Policy from time to time. The “Effective Date” above reflects the latest version. Material changes will be posted on this page.
Contact Us
Oaktree Brokerage (Oak Tree Financial, Inc.)
Email: privacy@oaktreeus.com
Phone: 800-842-9124
Mailing Address: [11166 Fairfax Blvd., Suite 300, Fairfax, VA 22030]