AdvisorOS Directory
Claim Profile
Unclaimed Profile
TB

Theodore David Beckman

GAME PLAN FINANCIAL ADVISORS, LLC·WESTLAKE, OH, Ohio
Series 7, Series 6323 years registeredGAME PLAN FINANCIAL ADVISORS, LLC
26600 DETROIT ROAD, WESTLAKE, OH, OH 44145CRD# 2422737Firm CRD# 147608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore David Beckman · WESTLAKE, OH, OH
Registration
CRD #2422737 · GAME PLAN FINANCIAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

GAME PLAN FINANCIAL ADVISORS, LLC
Mar 2023 – present
GAME PLAN FINANCIAL ADVISORS, LLC
Feb 2011 – Mar 2023
WESTLAKE, OH, OH
CARNEGIE CAPITAL ASSET MANAGEMENT COMPANY
Jul 2006 – Mar 2009
CLEVELAND, OH
RAYMOND JAMES & ASSOCIATES, INC.
Feb 2004 – Jul 2006
CLEVELAND, OH
WACHOVIA SECURITIES, LLC
May 2003 – Feb 2004
LEVELAND, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 15, 2003
Years registered · 23
03

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GAME PLAN FINANCIAL ADVISORS, LLC
CRD 147608 · SEC 801-112290
AUM
$187M
Regulatory assets under management
Employees
4
474 client accounts
Services offered by GAME PLAN FINANCIAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GAME PLAN FINANCIAL ADVISORS, LLC →
Introduction

Speak with Theodore

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Theodore is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WESTLAKE, OH?

Browse all registered financial advisors in WESTLAKE, OH, Ohio or claim this profile if it's yours.

Browse WESTLAKE, OH AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GAME PLAN FINANCIAL ADVISORS, LLC

Michael S Norehad
WESTLAKE, OH, OH
Jonathan Drew Burke
WESTLAKE, OH, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile