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Allison Marie Szkody

Allison M. Szkody

GUDORF FINANCIAL GROUP
DAYTON, OH 45415
Some features on this profile are disabled
CRD#: 7326281
Allison Marie Szkody

Professional summary

Allison Marie Szkody, CFP®, who also goes by Allison Marie Leese, Allison Marie Rehl, Allison Szkody, is a registered financial advisor currently at GUDORF FINANCIAL GROUP, LLC located in Dayton, Ohio.

Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Allison has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allison Marie Leese | Allison Marie Rehl | Allison Szkody

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 Allison Marie Szkody'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®
CFP®

Certified Financial Planner

Start date: 2019

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 7, 2021 - February 6, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
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)

Exams

Current Firm

GF
GUDORF FINANCIAL GROUP, LLC
GUDORF FINANCIAL GROUP, LLC

CRD#: 339836 / SEC#: 801-135186

RIA
Registered Investment Advisory firm - (1/30/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GUDORF FINANCIAL GROUP, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (12/18/2025)
0

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.

Company Information

GUDORF FINANCIAL GROUP, LLC

CRD#: 339836Dayton, OH 45415

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