Zachary Lee Barber

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 05/2017
  Shawn Rehm Agency Horace Mann
  Fargo, ND
• 08/2016 → 04/2018
  Horace Mann Companies
  Springfield, IL
• 08/2016 → 04/2018
  Horace Mann Investors, Inc.
  Springfield, IL
• 04/2018 → Present
  D.A. Davidson & Co.
  Kalispell, MT
• 05/2017 → 03/2018
  Zach Barber Agency - Horace Mann
  Missoula, MT

Previous Registrations

• 2017-05-02 → 2018-01-02
  Horace Mann Investors, Inc.
  Fargo, ND
  Springfield, IL
  Fargo, ND
  Missoula, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-10
• S63 Uniform Securities Agent State Law Examination
  2016-11-04