GAME PLAN FINANCIAL ADVISORS, LLC of WESTLAKE, OH, OH is an SEC-registered investment adviser (CRD 147608). Regulatory assets under management: $254.7M.
Compensation: % of AUM.
Clients served: High net worth.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |