Theodore
Beckman
Game Plan Financial Advisors, LLC
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About this Advisor
Theodore Beckman is a financial advisor based in Westlake, Ohio. Beckman is currently employed by Game Plan Financial Advisors, LLC. They have spent the entirety of their career at Game Plan Financial Advisors, Llc. Beckman has a Series 63 license, certifying them as a securities representative, and is registered to serve investors in Ohio. Game Plan Financial Advisors, LLC is a financial advisory business operating out of Westlake, OH. It has $186 million in total assets across its 415 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 415 accounts, just 14% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides portfolio management for individuals and small businesses. Financial management fees largely depend on which services the firm provides the client. However, fee types billed by Game Plan Financial Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Game Plan Financial Advisors, LLC Brokerage Details
$186,076,472
4
415
$448,377
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Theodore Beckman Work History
Theodore has been registered as a financial advisor for 0 years.*
Game Plan Financial Advisors
*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 Theodore Beckman 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
Westlake, OH
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.
