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Hartman Financial Advisors LLC data breach

Hartman Financial Advisors LLC, a financial planning firm in Idaho, reported a data breach exposing clients' highly sensitive personal and financial data. This incident has prompted regulatory review and creates significant risks for individuals who received a breach notification.

Docket sheet

Company
Hartman Financial Advisors LLC
Venue
Idaho Attorney General
Filed
Not yet published
People affected
Not stated
Status
Monitoring
Official regulator filing

Where this breach stands

  1. 1

    Breach occurred

    The filing does not state when the incident happened.

  2. 2

    Reported to the Idaho Attorney General

    A notification is on record; the filing date has not been published yet.

  3. 3

    Attorney reviewCurrent stage

    Current status: Monitoring. Our office is reviewing whether affected people may have claims.

  4. 4

    Your case review

    Got a letter about this breach? Submit it for a free, confidential review.

Information listed in the filing

  • Full Name
  • Social Security Number
  • Date of Birth
  • Financial Account Number
  • Routing Number
  • Tax Return Information
  • Investment Portfolio Details
  • Home Address

Clerk's notes

Hartman Financial Advisors LLC, a specialized wealth management and financial planning firm operating across Idaho, has become the subject of regulatory review following a reported data security incident. This filing with the Idaho Attorney General indicates that the firm, which manages comprehensive client assets and financial strategies, experienced a compromise of sensitive information.

The breach exposed a range of critical personal and financial identifiers. Affected individuals may have had their Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Tax Return Information, Investment Portfolio Details, and Home Address compromised. Given the sophisticated nature of services provided by Hartman Financial Advisors LLC, the exposure of such data creates immediate and long-term risks for identity theft, financial fraud, and unauthorized access to accounts.

Financial institutions like Hartman Financial Advisors LLC are legally bound by stringent federal and state regulations, including the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule. These mandates require comprehensive security measures to protect non-public client information. The occurrence of a data breach of this scope suggests that these mandatory security protocols may have failed, leaving client data vulnerable to unauthorized access.

Receiving a formal data breach notification letter from Hartman Financial Advisors LLC serves as official acknowledgment that your private financial information was involved in this security incident. This notification establishes the basis for legal standing, allowing affected individuals to explore their options regarding potential claims against the firm for its failure to secure sensitive data. You are not required to demonstrate current financial loss to seek legal recourse; the increased risk of future harm is a valid concern.

If you have received a data breach notification from Hartman Financial Advisors LLC, it is important to understand your rights. Our firm is currently monitoring this incident and offers a free, no-obligation case review to help you understand what this breach means for your personal and financial security and to assess any potential legal avenues available to you. We evaluate these cases on a contingency fee basis, meaning there are no upfront costs for you.

If a notification letter about this breach reached you, see every Idaho data breach on file or browse all cases.

Other Idaho docket entries

Attorney advertising. A docket entry reflects a public regulator filing and our review status; it does not mean a lawsuit has been filed. Submitting a review request does not create an attorney-client relationship.