# GAME PLAN FINANCIAL ADVISORS, LLC

GAME PLAN FINANCIAL ADVISORS, LLC of WESTLAKE, OH, OH is an SEC-registered investment adviser.

## Registration

- CRD: 147608
- Type: SEC-registered investment adviser
- SEC file number: 801-112290
- Location: 26600 DETROIT ROAD, SUITE 270, WESTLAKE, OH, OH, 44145
- Phone: 440-209-6480
- Latest filing: 2026-03-18
- Regulatory AUM: $254.7M
- Discretionary AUM: $254.7M
- Clients: 5
- Accounts: 515

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Theodore David Beckman | PRINCIPAL/MEMBER | — |
| Michael S Norehad | PRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBER | — |
| BURKE JONATHAN DREW | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRINCIPAL (+1 more) | — |
| BECKMAN MICHAEL DAVID | PRINCIPAL; PRINCIPAL/MEMBER | — |
| NOREHAD MICHAEL S | PRINCIPAL - CHIEF COMPLIANCE OFFICER; PRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBER; PRINCIPAL - CHIEF INVESTMENT OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147608/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147608/similar
- Related entities: https://search.stillhousedata.com/firm/147608/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147608

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.