Privacy Policy

Last updated: October 6, 2026

About This Policy

This policy explains how Freedom Wealth Management collects and uses information through freedominvestmentservices.com and its text messaging program.

Information We Collect and How We Use It

When you contact us through our website, we collect the name, email address, message, and any other information you choose to provide. Our office uses this information to respond to your inquiry and provide the assistance you request. We do not use website inquiries to enroll you in unrelated marketing communications.

Please avoid including account numbers, Social Security numbers, passwords, or other sensitive financial information in website messages.

Website Analytics and Spam Protection

We use Google Analytics to understand website activity, including visits, page views, and how visitors navigate the site. This helps us evaluate and improve the website.

Google Analytics may use cookies and collect information about your browser, device, and website activity. Our contact form also uses Google reCAPTCHA to help prevent spam and abuse.

These services process information according to Google’s policies. Learn more through Google’s Privacy Policy and How Google uses information from sites that use its services.

You can manage cookies through your browser settings. Google also provides a Google Analytics opt-out browser add-on.

Information Sharing

Website inquiries are emailed to our office for follow-up. Companies supporting our website hosting, email delivery, and website administration may process or access information as needed to operate these services, store submissions, and retrieve missed inquiries.

We do not sell or rent information submitted through our contact form or provide it to other companies for their own marketing purposes.

Information may also be disclosed when required by applicable law.

Storage and Retention

Contact-form submissions are emailed to our office and stored in the website’s administrative system. Stored copies allow us to retrieve an inquiry if its email notification is missed.

Office email copies may be deleted after an inquiry is processed. Deleting an email notification does not automatically delete the copy stored in the website. Stored website submissions are used to support inquiry retrieval and follow-up.

If you have questions about a retained submission or would like to request its deletion, please contact our office using the details below.

SMS / Text Messaging

If you opt in to receive text messages from Freedom Wealth Management, we collect your mobile phone number and your consent to receive messages. We use this information only to send the messages you signed up for, such as appointment reminders, annual-review scheduling, and client-service communications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS opt-in data and consent will not be sold or shared with any third parties, except service providers that help us deliver the messages.

You can opt out at any time by replying STOP. For assistance, reply HELP or contact our office.

Consent to receive text messages is not a condition of any purchase or service. Message frequency varies. Message and data rates may apply.

Please review our SMS Terms & Conditions and Text Message Sign-Up page for additional information.

Information Security

Our website uses HTTPS to protect information during transmission between your browser and the website. No method of internet transmission, email delivery, or electronic storage can be guaranteed completely secure.

Your Requests and Questions

You may contact our office with privacy questions or requests to access, correct, or delete information you submitted through the website. We will review requests in accordance with applicable requirements and may need to verify your identity before providing or changing information.

Freedom Wealth Management
Attention: Doug Bernath
1207 South Defiance Street
Archbold, OH 43502
Phone: (419) 446-2900
Email: douglas.bernath@lpl.com

LPL Financial and Other Websites

This website policy supplements the privacy disclosures applicable to your relationship with LPL Financial. For information about LPL’s collection, use, and handling of information, please review its Privacy Policy and Consumer Privacy Notice.

Links to account-access services and other external websites lead to services with their own privacy policies. Please review those policies when using those services.

Changes to This Policy

We may update this policy as website features or information-handling practices change. Updates will appear on this page with a revised “Last updated” date.