Allison Szkody has been an investment adviser representative at Gudorf Financial Group since February 2026, and is not listed among the firm’s executive officers or direct owners. Allison Szkody holds a Bachelor of Science in Business from Wright State University.
Gudorf Financial Group, LLC is a Dayton, OH firm with $121M under management, 103 clients and 2 advisers in one office, as of its August 2026 filing.
Allison Szkody is Financial Planner of Gudorf Financial Group, LLC. Before joining the firm, she spent several years as an Associate Portfolio Manager with a large private bank, where she managed financial assets for high net worth clients.
Allison Szkody’s longest registration was 5 years at Cambridge Investment Research Advisors, Inc. (2021–2026). Before joining Gudorf Financial Group in 2026, Allison Szkody was registered through Cambridge Investment Research Advisors, Inc.
- Gudorf Financial Group, LLCCurrent– present · under a yearDayton, OH · Adviser representative · Firm CRD 339836
- Cambridge Investment Research Advisors, Inc.– · 5 yearsDayton, OH · Adviser representative · Firm CRD 134139
Professional designations
Listed by Gudorf Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Allison Szkody is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- OhioSince 2 February 2026
- TexasSince 2 February 2026
Examinations
No examinations are on Allison Szkody’s record.
- Full name
- Allison Marie Szkody
- CRD
- 7326281
- Firm
- Gudorf Financial Group · CRD 339836
- Office
- 8145 NORTH MAIN STREET, Dayton, OH 45415
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gudorffinancial.com
Where does Allison Szkody work?
Allison Szkody is an investment adviser representative registered through Gudorf Financial Group, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Allison Szkody a financial advisor?
Yes. Allison Szkody has a current investment-adviser registration in Ohio and Texas, through Gudorf Financial Group since February 2026.
How many years of experience does Allison Szkody have?
Allison Szkody has 5 years in the financial industry, since January 2021, across 2 adviser firms.
Where is Allison Szkody based?
Allison Szkody’s registered office is in Dayton, OH.
Is Allison Szkody registered with FINRA?
No. Allison Szkody has no current broker registration.
Is Allison Szkody a CFP?
Gudorf Financial Group lists Allison Szkody with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Allison Szkody’s record?
Search CRD 7326281 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allison Szkody’s full registration record.
