Allison Marie Szkody
Investment adviser representative at Gudorf Financial Group, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$121.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Gudorf Financial Group, LLCFeb 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2021 to Feb 2026
- Fifth Third BankJun 2014 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Gudorf Financial Group, LLC
$121.1MAssets managed
103Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7326281
- Firm CRD
- 339836