Allison Marie Szkody

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:

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

Current Employers

Employment History

• 01/2021 → 02/2026
  Cambridge Investment Research Advisors, Inc.
  Dayton, OH
• 06/2014 → 12/2020
  Fifth Third Bank
  Dayton, OH
• 02/2026 → Present
  Gudorf Financial Group, Llc
  Dayton, OH

Previous Registrations

• 2021-01-07 → 2026-02-06
  Cambridge Investment Research Advisors, Inc.
  Dayton, OH
  Troy, OH
  Centerville, OH

Other Businesses

1) Gudorf Law Group, LLC; Not investment-related; 8153 North Main Street, Dayton, OH. 45415; Law firm; Consultant; Assist with general questions concerning financial matters of clients of Gudorf Law Group, LLC; Less than 5% 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.

Designations

• Certified Financial Planner

Other Names

• Allison Marie Leese
• Allison Marie Rehl
• Allison Szkody