Michael
Norehad

Game Plan Financial Advisors, LLC

CRD#2138564
Investment Advisor
in Westlake, OH

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About this Advisor

Michael Norehad is a financial advisor operating in Westlake, Ohio with a total of 13 years of relevant experience. Norehad is an employee of Game Plan Financial Advisors, LLC. They have been employed by Game Plan Financial Advisors, Llc for the entirety of their career. Norehad holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Ohio. Game Plan Financial Advisors, LLC is a registered investment firm based out of Westlake, OH. It handles $186 million in assets among its 415 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to three charities and foundations. Of its 415 client accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Game Plan Financial Advisors, Llc provides portfolio management for individuals and small businesses. Financial management fees largely are based on the services offered. Fees charged by Game Plan Financial Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

26600 Detroit Road Suite 270
Westlake, OH 44145

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Game Plan Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$186,076,472

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

415

OH Average: 1,972
Average Account Size

$448,377

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Michael Norehad Work History

Michael has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Game Plan Financial Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Norehad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Game Plan Financial Advisors, LLC

Michael Norehad
Westlake, OH
Theodore Beckman
Westlake, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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