Broker Check

Social Media Disclosures

Social Media Disclosures

Social Media Disclosures and Financial Services

Thank you for connecting with M2 Financial Group through social media! The various social media tools online make it possible for us to share news and information with you in a new way.

M2 Financial Group works diligently to operate within the regulations of the financial services industry, and we do so to help maintain the integrity of our firm and the industry as a whole. As we comply with these rules, we ask you to as well. Unfortunately posts or comments that don't comply with the rules we abide by will have to be removed.

The #1 Rule of Financial Services on Social Media:

• Specific financial questions and account information can't be posted by a client or an advisor. If you are a client, please contact your financial advisor.

It's also important to note that as convenient as it is to message people within Facebook, LinkedIn, and Twitter, our financial advisors will not be able to return your message within those social media channels. They will respond but will do so from their M2 Financial Group email accounts.

We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting industry content.



* Securities and investment advisory services offered through LPL Financial (LPL), member FINRA/SIPC. Additional advisory services offered through Financial Dimensions Group, Inc.  LPL is separately owned and other entities and/or marketing names, products or services referenced here are independent of LPL. LPL does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of: AR, AZ, CA, FL, GA, IA, IL, ME, MI, MN, ND, NJ, NV, OR, SD, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

IMPORTANT: Please contact us by calling 763-416-8207

The site may contain links to articles or other information that are contained on a third-party website. We do not endorse or accept responsibility for the content of any third party web site and are not affiliated with any social media website. M2 Financial Group assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. 

M2 Financial Group is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations.

It is up to you to read and understand the privacy policies for each social media site. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share.

To view the privacy policy of our broker-dealer, please go to:

To view the privacy policy of Financial Dimensions Group, Inc., please go to:

IMPORTANT: We do not provide customer service, handle any specific customer account inquires, or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site.

"Likes", "Favorites" or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by M2 Financial Group and Financial Dimensions Group.

Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of the advisors of M2 Financial Group and Financial Dimensions Group, Inc.

In certain instances, direct messages may be sent through social media sites. Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient. Any review, copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.

IMPORTANT: Please note that the inclusion of the above disclosure does not guarantee a safe harbor from actions securities regulators may take if any social media site is deemed to violate state and/or federal securities laws concerning the use of testimonials. Advisors must remove "likes" or the content associated with "likes" when required to maintain compliance with the testimonial rule.


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