Daniel M. Gudorf

GUDORF FINANCIAL GROUP

DAYTON, OH 45415

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CRD#: 6011685

Professional summary

Daniel M. Gudorf is a registered financial advisor currently at GUDORF FINANCIAL GROUP, LLC located in Dayton, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 4 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel M. Gudorf's CRS (Customer Relationship Summary).

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

February 2, 2026 - Present

GUDORF FINANCIAL GROUP, LLC

Office #1: 8145 North Main Street, Dayton, OH 45415

RIA

CRD#: 339836

DAYTON, OH

Past

January 26, 2018 - February 6, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Dayton, OH

Past

April 25, 2012 - June 11, 2018

TRUSTEE EMPOWERMENT & PROTECTION, INC.

RIA

CRD#: 108249

DAYTON, OH

Past

January 23, 2012 - April 17, 2012

STRATEGIC GROWTH ASSET MANAGEMENT

RIA

CRD#: 160131

DAYTON, OH

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

Ohio
(2/2/2026)

IAR

Texas
(2/2/2026)

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: 11/14/2011

Uniform Investment Adviser Law Examination

Current Firm

GUDORF FINANCIAL GROUP, LLC

CRD#: 339836 / SEC#: 801-135186

RIA

Registered Investment Advisory firm - (1/30/2026 120-Day Approval)

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Contact information

Main Address

8145 North Main Street, Dayton, OH 45415

Mailing Address

Phone number

(937) 898-5430

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUDORF FINANCIAL GROUP, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (12/18/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Daniel M. Gudorf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel M. Gudorf's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUDORF FINANCIAL GROUP, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUSTEE EMPOWERMENT & PROTECTION, INC.

STRATEGIC GROWTH ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2011

Current Firm

GUDORF FINANCIAL GROUP, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

GUDORF FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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