Did Hartman Financial Advisors LLC have a data breach?

Answer

Yes. Hartman Financial Advisors LLC reported a data breach to the Idaho Attorney General.

What the filing says

Reported to: Idaho Attorney General
Filing date: Not yet published
Breach date: Not stated in the filing
People affected: Not stated in the filing

Information involved

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

In plain terms

Hartman Financial Advisors LLC, a wealth management firm in Idaho, reported a data breach involving sensitive client information. The exposed data includes financial account details, Social Security Numbers, and tax information, posing risks of identity theft and financial fraud for affected individuals.

Hartman Financial Advisors LLC, a wealth management and financial planning firm operating in Idaho, has reported a data breach to state authorities. This incident involves highly sensitive client information that was under the firm's care for services such as investment portfolio management and tax strategizing.

The reported breach exposed several critical categories of personal and financial data. The compromised information includes Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Tax Return Information, Investment Portfolio Details, and Home Address. These details were part of the extensive records clients entrusted to Hartman Financial Advisors LLC.

The exposure of such comprehensive personal and financial data presents significant risks to those affected. Specifically, compromised Social Security Numbers and Dates of Birth can be used to facilitate identity theft. The release of Financial Account Numbers, Routing Numbers, and Tax Return Information could lead to direct financial fraud, unauthorized transactions, or fraudulent tax filings.

Individuals who may be affected by this data breach should take proactive steps to protect themselves. It is generally advised to regularly monitor financial statements and credit reports for any unusual or unauthorized activity. Placing a fraud alert or credit freeze with major credit bureaus can also help prevent new accounts from being opened in your name.

This information is derived from public filings submitted by Hartman Financial Advisors LLC to state regulators. DataBreachSearch.com compiles these official reports to provide clear, factual details regarding verified data breaches.

Commonly recommended next steps

Freeze your credit
Place a free credit freeze with Equifax, Experian, and TransUnion. A freeze blocks new accounts from being opened in your name and can be lifted anytime.
Guard against tax fraud
File your tax return as early as possible and consider requesting an IRS Identity Protection PIN so no one can file a fraudulent return in your name.
Watch your financial accounts
Review bank and card statements for unfamiliar activity and turn on transaction alerts. Report anything you don't recognize to your bank right away.
Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

Look up another company

Other breaches reported in Idaho

DataBreachSearch.com reports what was filed with state regulators. It is not legal advice, is not a law firm, and is not affiliated with any government agency or with Hartman Financial Advisors LLC.