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.
Terrie is a 26 year veteran of the Financial services Industry. She comes to LPL from Wells Fargo Advisors where she was employed in various roles the last being a Remote Sales Assistant. She has extensive experience in all aspects of operations. Her prior experience includes investment manager at Northwestern Mutual Life in the Pacific Northwest were she was responsible for the operation support of 20 advisors.
Terrie understands the important role of an assistant in creating an amazing client experience. She believes a successful advisory partnership is built on the pillars of client focus, communication (both with clients and with the advisor), mutual respect, and being proactive.
Terrie holds the Series 7, 63 and is Insurance Licensed.
In her spare time Terrie is active with Charlotte Cocker Rescue as a fundraiser as well as a foster Mom while the dogs await their forever home. She is also an avid gardener and on Fall Sundays you will find her rooting for her beloved Kansas City Chiefs.