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
26600 Detroit Road, Suite 270, Westlake, OH 44145
http://www.gameplanfa.com
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Theodore Beckman, financial advisor Westlake OH
Theodore D. Beckman
CRD#: 2422737
26600 Detroit Road, Suite 270, Westlake, OH 44145

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, financial advisor Westlake OH
Michael S. Norehad
CRD#: 2138564
26600 Detroit Road, Suite 270, Westlake, OH 44145

Michael Norehad (CRD# 2138564) is an Investment Advisor Representative working at Game Plan Financial Advisors, LLC in Westlake, OH and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals