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GAME PLAN FINANCIAL ADVISORS, LLC
GAME PLAN FINANCIAL ADVISORS, LLC
WESTLAKE, OH, Ohio
·
3 registered advisors
·
CRD# 147608
SEC# 801-112290
0
440-209-6480
01
Firm Overview
AUM
$187M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at GAME PLAN FINANCIAL ADVISORS, LLC
3 registered advisors
Jonathan Drew Burke
WESTLAKE, OH, Ohio
CRD# 1521642
Michael S Norehad
WESTLAKE, OH, Ohio
CRD# 2138564
Theodore David Beckman
WESTLAKE, OH, Ohio
CRD# 2422737
05
Office Locations
WESTLAKE, OH, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. GAME PLAN FINANCIAL ADVISORS, LLC (CRD# 147608) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.