Daniel Gudorf has been Founder, Chief Executive Officer, and Chief Compliance Officer of Gudorf Financial Group since December 2025, is a control person of the firm and directly owns 75% or more of it. Daniel Gudorf holds a B.S. in Economics from Miami 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.
Danny Gudorf is Founder and CEO of Gudorf Financial Group, LLC. He is founder and financial planner of the firm, which launched in 2012 with a focus on retirement and tax planning for people over age 50. The firm helps clients integrate investment planning, tax planning, financial planning and estate planning in a Multi-Client Family Office.
Daniel Gudorf’s longest registration was 8 years at Cambridge Investment Research Advisors, Inc. (2018–2026). Before joining Gudorf Financial Group in 2026, Daniel Gudorf was registered through Cambridge Investment Research Advisors, Inc. and CSSC Investment Advisory Services, Inc.
- Gudorf Financial Group, LLCCurrent– present · under a yearDayton, OH · Adviser representative · Firm CRD 339836
- Cambridge Investment Research Advisors, Inc.– · 8 yearsDayton, OH · Adviser representative · Firm CRD 134139
- CSSC Investment Advisory Services, Inc.– · 6 yearsDayton, OH · Adviser representative · Firm CRD 108249
- Strategic Growth Asset Management– · under a yearDayton, OH · Adviser representative · Firm CRD 160131
Investment adviser representative registrations
Daniel Gudorf 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
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel M. Gudorf
- CRD
- 6011685
- Firm
- Gudorf Financial Group · CRD 339836
- Role
- Founder, Chief Executive Officer, and Chief Compliance Officer
- Office
- 8145 NORTH MAIN STREET, Dayton, OH 45415
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gudorffinancial.com
Where does Daniel Gudorf work?
Daniel Gudorf has been Founder, Chief Executive Officer, and Chief Compliance Officer of Gudorf Financial Group, LLC since December 2025, and is a control person of the firm.
Is Daniel Gudorf a financial advisor?
Yes. Daniel Gudorf has a current investment-adviser registration in Ohio and Texas, through Gudorf Financial Group since February 2026.
How many years of experience does Daniel Gudorf have?
Daniel Gudorf has 14 years in the financial industry, since January 2012, across 4 adviser firms.
What exams has Daniel Gudorf passed?
Daniel Gudorf passed the Series 65 in November 2011.
Where did Daniel Gudorf work before Gudorf Financial Group?
Before Gudorf Financial Group, Daniel Gudorf was registered through CSSC Investment Advisory Services, Inc., April 2012 to June 2018; Strategic Growth Asset Management, January 2012 to April 2012.
Where is Daniel Gudorf based?
Daniel Gudorf’s registered office is in Dayton, OH.
Is Daniel Gudorf registered with FINRA?
No. Daniel Gudorf has no current broker registration.
How can I verify Daniel Gudorf’s record?
Search CRD 6011685 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Gudorf’s full registration record.