Game Plan Financial Advisors, LLC
Game Plan Financial Advisors, LLC (CRD# 147608) is a financial advisory firm headquartered in Westlake, OH. They manage $187,324,251 in 474 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Game Plan Financial Advisors, LLC
By the Numbers
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Total Assets Under Management187MILLION
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Total Number of Accounts474ACCOUNTS
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Average Account Value$395,199
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, GA, IL, LA, MI, NJ, OH, TX
Financial Advisors at Game Plan Financial Advisors, LLC
1
Theodore Beckman (CRD# 2422737) is an Investment Advisor Representative working at Game Plan Financial Advisors, LLC in Westlake, OH and has over 30 years of experience in the finance industry.
2
Michael Norehad (CRD# 2138564) is an Investment Advisor Representative working at Game Plan Financial Advisors, LLC in Westlake, OH and has over 33 years of experience in the finance industry.
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