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Epoch Financial Group

Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

All investment advisory services are provided in conjunction with AdvisorNet Wealth Partners (“AWP”), an SEC registered investment adviser located in Minnetonka, Minnesota at 110 Cheshire Lane, Suite 200, Minnetonka, Minnesota 55305, https://advisornet.com/wealth-partners-home/.

Investment advisory services offered through AdvisorNet Wealth Partners. Epoch Financial Group and AdvisorNet Wealth Partners are separate entities.

No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if AWP is engaged, or continues to be engaged, to provide investment advisory services.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AdvisorNet is engaged, or continues to be engaged, to provide investment advisory services

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Epoch Financial Group's representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on AWP's written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

All names, logos, and slogans identifying GS PFM or GS PFM's products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live Richly, We Help You Live Richly, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinder , United Capital Financial Life Management®, and Financial Years of Freedom) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.

Check the background of this financial professional on SEC's Investment Advisor Public Disclosure website.

Thad Dunn
Jerry Dunn

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