Daniel Gudorf, financial advisor Dayton OH
90 score

Daniel Gudorf

CRD Number: 6011685
Current Firm: Cssc Investment Advisory Services, Inc.

Daniel Gudorf (CRD# 6011685) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Dayton, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cssc Investment Advisory Services, Inc. Dayton, OH Apr 2012 - Current 4
Wealth Counselors, LLC Dayton, OH Jun 2011 - Current 5
Daniel M. Gudorf Dayton, OH Dec 2011 - Apr 2012 < 1
Miami University Oxford, OH Sep 2010 - May 2011 < 1
Miami University Credit Union Oxford, OH May 2010 - Aug 2010 < 1
Ojm Group Cincinnati, OH Jun 2009 - Feb 2010 < 1
Miami University Oxford, OH Sep 2008 - May 2009 < 1
Lone Star Vandalia, OH Jun 2008 - Aug 2008 < 1
Miami University Oxford, OH Jun 2007 - May 2008 < 1
La Casa De Taco Englewood, OH Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Daniel M. Gudorf
Phone Number: 248-244-7980
Firm Website: https://csscias.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $373,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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