Donald S. Gudhus

ORACLE FINANCIAL GROUP

PHILADELPHIA, PA

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CRD#: 2442730

Professional summary

Donald Stanley Gudhus is a registered financial advisor currently at ORACLE FINANCIAL GROUP located in Philadelphia, Pennsylvania.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Donald has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TAX PREPARATION/ACCOUNTING/INSURANCE, OWNER, HOURS VARY, NONINVESTMENT-RELATED TEACHING, TEACHING, INSTRUCTOR, HOURS VARY, NONINVESTMENT-RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Stanley Gudhus's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2005 - Present

ORACLE FINANCIAL GROUP

RIA

CRD#: 136750

PHILADELPHIA, PA

Past

March 12, 1997 - October 12, 2005

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

PHILADELPHIA, PA

Past

February 8, 1994 - September 12, 2005

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/9/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/7/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ORACLE FINANCIAL GROUP

ORACLE FINANCIAL GROUP | ORACLE FINANCIAL GROUP, INC.

CRD#: 136750 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/8/2005 Approved)

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Contact information

Main Address

Philadelphia, PA

Mailing Address

Phone number

(215) 735-1315

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 9,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald S. Gudhus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Stanley Gudhus's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORACLE FINANCIAL GROUP

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/1997

Series 63

Date: 2/22/1994

Series 7

Date: 10/7/1996

Series 6

Date: 2/7/1994

Current Firm

ORACLE FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORACLE FINANCIAL GROUP

TRUST BUT VERIFY

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