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Daniel M. Gudorf

Gudorf Financial Group, LLC

Dayton, OH

CRD 6011685

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Employer firm

Gudorf Financial Group, LLC CRD 339836

$121M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Gudorf Financial Group, Llc

8145 North Main Street, Dayton, OH 45415 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-02
TX RA APPROVED 2026-02-02
  • OH RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED
    Since 2026-02-02

Branch Locations

8145 North Main Street, Dayton, OH 45415 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Counselors, Llc Dayton OH 06/2011 Present
Cssc Investment Advisory Services, Inc. Dayton OH 04/2012 06/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2018 02/2026
Gudorf Law Group, Llc Dayton OH 07/2012 Present
Gudorf Financial Group, Llc Dayton OH 02/2026 Present
Previous Registrations
Other Businesses

1) Gudorf Law Group, LLC; Not investment-related; 8153 North Main Street, Dayton, OH. 45415; Law firm; Chief Strategy Officer; Oversight of financial statements, assist with strategy and marketing efforts; Approx. 10% of time during the month. 2) Wealth Counselors, LLC; Not investment-related; Same address; Insurance agency; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 3) Meraki Development LLC; Not investment-related; Cincinnati, OH 45202; Real estate development company; Owner; Manage and approve new real estate properties and property developments; Less than 5% of time during the month. 4) Redhawk Capital Management, LLC; Not investment-related; Same address; Property management; Owner; Oversee the purchase and rehabilitation of properties for the purpose of resale; Less than 5% of time during the month. 5) Redhawk Property Management, LLC; Not investment-related; Same address; Property management; Owner and Chief Executive Officer; Oversee collection of payments related to management of properties; Less than 5% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-14
  • S65 Uniform Investment Adviser Law Examination
    2011-11-14

View on SEC IAPD

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