Douglas Bambeck is President and Chief Compliance Officer of Investment Partners, is a control person of the firm and directly owns under 5% of it. Douglas Bambeck holds a Bachelor's degree from Kent State University.
Investment Partners LTD is a New Philadelphia, OH firm with $892M under management, 938 clients and 11 advisers across 8 offices, as of its May 2026 filing.
Douglas Bambeck is Chief Compliance Officer/Financial Advisor of Rea Wealth Management, based in New Philadelphia, Ohio. He works with families, business owners and retirement plan sponsors on financial planning, with areas of focus including qualified retirement plan consulting, investment management, business planning and estate planning strategies. He serves on the board of FFD Financial Corp, a publicly traded bank holding company.
Douglas Bambeck’s longest registration is the current one, 26 years at Investment Partners since 2000.
- Commonwealth Financial NetworkAlso current– present · 25 yearsAdviser representative · Firm CRD 8032
- Rea Wealth ManagementCurrent– present · 26 yearsNew Philadelphia, OH · Adviser representative · Firm CRD 108913
Professional designations
Listed by Investment Partners
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Douglas Bambeck is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2000; the most recent is Texas, in March 2026.
- OhioSince 1 January 2000
- TexasResidentSince 4 February 2022
- TexasSince 23 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 7 September 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 October 1998 |
| Series 7 | General Securities Representative Examination | 28 September 1998 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Gray Bambeck
- CRD
- 3119298
- Firm
- Investment Partners · CRD 108913
- Role
- President; Chief Compliance Officer
- Office
- 419 WEST HIGH AVENUE, PO BOX 309, New Philadelphia, OH 44663
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- reawealth.com
Where does Douglas Bambeck work?
Douglas Bambeck is President; Chief Compliance Officer of Investment Partners LTD, and is a control person of the firm.
Is Douglas Bambeck a financial advisor?
Yes. Douglas Bambeck has a current investment-adviser registration in Ohio, Texas and Texas, through Investment Partners since January 2000.
How many years of experience does Douglas Bambeck have?
Douglas Bambeck has 28 years in the financial industry, since September 1998, across 2 adviser firms.
What exams has Douglas Bambeck passed?
Douglas Bambeck has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 6TO. The earliest, the Series 7, was passed in September 1998. FINRA credited Douglas Bambeck with the SIE, which began in October 2018.
Where is Douglas Bambeck based?
Douglas Bambeck’s registered office is in New Philadelphia, OH.
Is Douglas Bambeck registered with FINRA?
Yes. Douglas Bambeck has a current broker registration, under CRD 3119298.
Source: FINRA BrokerCheck
How can I verify Douglas Bambeck’s record?
Search CRD 3119298 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Douglas Bambeck’s full registration record.