Douglas A. Bernath
As a LPL financial planner with Freedom Investment Services, Doug Bernath is dedicated to serving the financial needs of his clients by offering objective financial planning advice and a wide variety of products and services. Doug works to build long-term relationships that help his clients reduce taxes, work toward their retirement objectives, and attain the confidence that comes with financial freedom.
Doug is a 1981 graduate of the University of Toledo with a B.S. in Business / Business Services. Doug has worked in the financial services industry since 1989. He is registered as an IAR in the state of Ohio. He holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 through LPL Financial and is securities-registered in the states of Ohio, Michigan, Indiana, Missouri, Nevada, Texas, Wisconsin and Alaska. In addition, Doug holds his Life, Health, and Variable license in the states of Ohio and Michigan.
Doug and his family reside in Archbold where he is active in the local community. He is a member of the Northwest State Community College Foundation Board. He and his family attend and serve the Archbold Evangelical church. He currently serves as Chair on the Fellowship of Evangelical Churches Christian Service Foundation and Past Chair of the Miracle Camp & Retreat Center Board. He has a passion for overseas ministries and has traveled to both the Dominican Republic and Haiti with numerous mission and relief teams.
Brett graduated from the University of Toleto in 1986 with a degree in business, Bachelor of Business Administration, Finance Major. Brett has worked in the financial services industry since 1986. As a registered LPL principle/LPL financial planner and co owner of Freedom Investment Services, Brett is dedicated to serving the financial needs of his clients by offering objective financial planning advice and guidance, so his clients can make the best possible financial decisions. Brett holds the following registrations: Series 7,24,51,63 through LPL Financial, and Life and Health Insurance.
Brett is married and has 4 children. He enjoys golf, travel, sports and spending time with his family.
Angela began her career at LPL Financial in April 2013 working in the General Service Center. Due to her commitment and excellent customer service she moved to the dedicated Service 360 team where she continued to utilize her relationship building skills to achieve success. She quickly specialized in Retirements, Advisory, Move Money Tool and Tax Line, as well as served as a Peer Learning Coach for Service New hires, and worked on Service Escalations.
Angela is a native of St. Louis, MO and moved to Charlotte, NC by way of Atlanta, GA, where she graduated from Clark Atlanta University. She loves Zumba and is a DIEHARD Dallas Cowboys fan. Her passion as a Motivational Speaker is to continue to equip, encourage and empower others.