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Privacy Policy

Effective Date: July 1, 2026

1. Who We Are

This Privacy Policy applies to the Krause Financial Attorney Directory, located at https://directory.krausefinancial.com (the “Site”). The Site is owned and operated by Krause Brokerage Services, LLC, doing business as Krause Financial.

Krause Brokerage Services, LLC

1234 Enterprise Dr.

De Pere, WI 54115

Email: [email protected]

Phone: (866) 605-7437

Contact Form: https://directory.krausefinancial.com/contact-us/

2. What Personal Data We Collect and Why

We collect personal data in two primary ways on this Site:

Visitor Inquiry Submissions

When a site visitor submits an inquiry form to connect with an attorney listed in our directory, we collect the following information:

  • Full name
  • Email address
  • Phone number
  • Basic information about the visitor’s family care situation

This information is collected solely for the purpose of facilitating a connection between the visitor and a relevant attorney. It is not used for marketing purposes and will not be added to any marketing list. Upon submission, the visitor will receive a single confirmation email acknowledging receipt of their inquiry.

Attorney Profile Data

Attorney profile information displayed in the directory is sourced through Krause Financial’s Attorney Access platform and is not collected directly through this Site.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to operate and improve this Site. See Section 4 for full details.

Contact Forms

Information submitted through contact or inquiry forms on this Site is retained indefinitely within our content management system (CMS). Access to this data is restricted to trained staff members only.

3. Who We Share Your Data With

We do not sell your personal data. We may share your information with the following third parties in the course of operating this Site:

  • Attorneys listed in the directory – Inquiry form submissions are delivered to the relevant attorney for the purpose of fulfilling your request.
  • Google (GA4 and Google Tag Manager) – We use Google Analytics 4 and Google Tag Manager to collect anonymized site usage data. Privacy policy: https://policies.google.com/privacy
  • Salesforce  – We use Salesforce for site visitor tracking to better understand how users interact with our Site. Privacy policy: https://www.salesforce.com/company/privacy/
  • Microsoft Clarity – We use Microsoft Clarity for heatmapping and session recording to improve site usability. Privacy policy: https://privacy.microsoft.com/en-us/privacystatement
  • Gravity Forms / Rocketgenius – We use Gravity Forms to power inquiry and contact forms on this Site. Privacy policy: https://www.gravityforms.com/privacy-policy/
  • KnownHost – Our web hosting provider processes Site data on our behalf. Privacy policy: https://www.knownhost.com/legal/privacy-policy/
  • Cloudflare – We use Cloudflare for content delivery and site security. All traffic to this Site passes through Cloudflare’s network. Privacy policy: https://www.cloudflare.com/privacypolicy/

4. Cookies

This Site uses cookies and tracking scripts from the following sources:

  • Google Analytics 4 (GA4) – Collects anonymized data about site visits, page views, and user behavior for analytics purposes.
  • Google Tag Manager – Manages and deploys tracking tags on the Site, including GA4 and other scripts.
  • Salesforce – Tracks visitor behavior across the Site for marketing analytics purposes.
  • Microsoft Clarity – Records session activity including mouse movements, clicks, and scrolling to generate heatmaps and session replays.

Most web browsers allow you to control cookies through their settings. You may also opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout.

5. Data Retention

Inquiry form submissions collected through this Site are retained indefinitely within our CMS for customer service and record-keeping purposes. If you would like your data deleted, please contact us using the information provided in Section 8.

Analytics and tracking data collected by third-party tools (Google Analytics, Pardot, Microsoft Clarity) is retained according to the policies of each respective provider.

6. Rights You Have Over Your Data

You have the right to request access to, correction of, or deletion of any personal data you have submitted to us through this Site. To exercise any of these rights, please contact us at:

Email: [email protected]

Phone: (866) 605-7437

Contact Form: https://directory.krausefinancial.com/contact-us/

We will respond to all data rights requests in a timely manner. Note that certain data may be retained as required by law or for legitimate business purposes even following a deletion request.

7. Data Protection

We take reasonable technical and administrative measures to protect the personal data collected through this Site, including:

  • SSL/HTTPS encryption on all Site pages and form submissions
  • Access controls within our CMS, limiting data access to authorized staff only
  • A deliberate policy of collecting only the minimum personal data necessary to fulfill the purpose of the Site
  • Restricting data management to trained staff members

We do not collect or distribute sensitive personal data such as financial account information, government identification numbers, or medical records.

8. Data Breach Procedures

In the event of a data breach that may affect your personal information, we will take prompt action to assess and contain the breach. Affected individuals will be notified in accordance with applicable law. If you believe your data has been compromised or you wish to report a security concern, please contact us at [email protected].

9. Contact Information

For questions, concerns, or requests related to this Privacy Policy or your personal data, please contact:

Krause Brokerage Services, LLC (Krause Financial)

1234 Enterprise Dr.

De Pere, WI 54115

Email: [email protected]

Phone: (866) 605-7437

Contact Form: https://directory.krausefinancial.com/contact-us/

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. When we do, we will revise the effective date at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information.