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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-08-2008
- Office Locations
- 1
Office Locations
About Game Plan Financial Advisors, LLC
Game Plan Financial Advisors, LLC is an independent, fee-only RIA (founded 2008) in Westlake, Ohio providing financial planning, discretionary portfolio management, insurance and business management services. The firm builds customized, goal-based portfolios using ETFs, mutual funds, index strategies and fixed income. It serves individuals, foundations and corporations, with a notable niche advising professional and college coaches and NFL executives and families; Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
THEODORE DAVID BECKMAN
Principal
- CRD
- #2422737
- Ownership
- 50% but less than 75%
MICHAEL S NOREHAD
Chief Compliance Officer, Managing Member, Partner, PRINCIPAL
- CRD
- #2138564
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,691,882 | $494,547 |
| Non-Discretionary | $0 | -- |
| Total | $254,691,882 | $494,547 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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