Donald John Barzak

ChFC

Trustmont Advisory Group, INC.

36 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningBusiness Owners

Trustmont Advisory Group, INC.

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

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.

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.