Donald John Barzak
Investment adviser representative at Trustmont Advisory Group, Inc.
31 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Trustmont Advisory Group, Inc.Apr 2016 to now
- Trustmont Financial Group, Inc.Aug 2009 to now
- Pl Gibson Governor AgencyFeb 1998 to now
- Donald J Barzak AgencyJul 1995 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OH).
Trustmont Advisory Group, Inc.
$1.4BAssets managed
4,322Clients
63Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1856590
- Firm CRD
- 106015