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Theodore David Beckman

GAME PLAN FINANCIAL ADVISORS, LLC·WESTLAKE, OH, Ohio
Unclaimed Profile
26600 DETROIT ROAD, WESTLAKE, OH, OH 44145CRD# 2422737Firm CRD# 147608
01

About

Theodore David Beckman is a registered financial advisor based in WESTLAKE, OH, Ohio, affiliated with GAME PLAN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GAME PLAN FINANCIAL ADVISORS, LLC
GAME PLAN FINANCIAL ADVISORS, LLC
AUM
$187M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GAME PLAN FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2422737
Firm CRD# 147608
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore David Beckman offer?
Theodore David Beckman specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTLAKE, OH, Ohio for a consultation.
What are Theodore David Beckman's credentials?
Theodore David Beckman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore David Beckman located?
Theodore David Beckman is based in WESTLAKE, OH, Ohio, working with GAME PLAN FINANCIAL ADVISORS, LLC. Their office serves clients in the WESTLAKE, OH metropolitan area and surrounding communities.
How does Theodore David Beckman charge for services?
Theodore David Beckman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GAME PLAN FINANCIAL ADVISORS, LLC?
GAME PLAN FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE, OH
Jonathan Drew Burke — GAME PLAN FINANCIAL ADVISORS, LLCMichael S Norehad — GAME PLAN FINANCIAL ADVISORS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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