DB
DB

Donald Justin Tyme Barzak

5 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 is an insurance agent for life, health, disability, long-term care, and property and casualty insurance through Barzak Insurance & Consulting, taking nearly full-time hours. He also officiates softball and basketball games, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
July 2021 - Present · 4 yrs 7 mos
Trustmont Financial Group, INC.Broker
July 2020 - Present · 5 yrs 7 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.