DB
ChFC
DB
ChFC

Donald John Barzak

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

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Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Donald operates The Barzak Agency, selling various insurance products including accident & health, disability, life insurance, fixed annuities, and property & casualty insurance. He also does tax preparation, owns commercial rental properties, and umpires softball and baseball games.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
April 2016 - Present · 9 yrs 10 mos
Trustmont Financial Group, INC.Broker
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
Waterstone Financial Group, INC.
February 2006 - August 2009 · 3 yrs 6 mos
Waterstone Financial Group, INC.Broker
May 2005 - August 2009 · 4 yrs 3 mos
The (wilson) Williams Financial GroupBroker
January 2005 - May 2005 · 4 mos
Pro-Integrity Securities, INC.Broker
August 2004 - December 2004 · 4 mos
Hackett Associates, INC.Broker
August 1995 - August 2004 · 9 yrs
Metlife Securities INC.Broker
April 1989 - July 1995 · 6 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
April 1989 - July 1995 · 6 yrs 3 mos
State Registrations12 states
CAFLGAIANCOHPASCVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.