RIA Intelligence

GAME PLAN FINANCIAL ADVISORS, LLC

CRD #147608 SEC #801-112290 WESTLAKE, OH, OH 440-209-6480
SEC Registered
Total AUM
$224.7M
Discretionary
$224.7M
Employees
4
Clients
--
Accounts
493

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BURKE, JONATHAN, DREWIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERD Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERD Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERD Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERD Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERD Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERD Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPALC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BECKMAN, THEODORE, DAVIDIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
BURKE, JONATHAN, DREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
BURKE, JONATHAN, DREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
BURKE, JONATHAN, DREWIPRINCIPALC Control
BURKE, JONATHAN, DREWIPRINCIPALC Control
BURKE, JONATHAN, DREWIPRINCIPALC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPALC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
BURKE, JONATHAN, DREWIPRINCIPAL/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF INVESTMENT OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF INVESTMENT OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF INVESTMENT OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF INVESTMENT OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control
NOREHAD, MICHAEL, SIPRINCIPAL - CHIEF COMPLIANCE OFFICER/MEMBERC Control

Registrations

Federal

IA
Mar 3, 2025 REGISTERED

Notice Filings (9)

CO FL GA IL LA MI NJ OH TX

Address

26600 DETROIT ROAD
SUITE 270
WESTLAKE, OH, OH 44145
United States
Phone: 440-209-6480