Michael S. Norehad

GAME PLAN FINANCIAL ADVISORS

Westlake, Oh, OH 44145

Some features on this profile are disabled

CRD#: 2138564

Professional summary

Michael S Norehad, who also goes by Michael Scott Norehad, is a registered financial advisor currently at GAME PLAN FINANCIAL ADVISORS, LLC located in Westlake, Oh, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Scott Norehad

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CO-OWNER OF THE SCHOOL OF ROCK IN WESTLAKE, STRONGSVILLE and HIGHLAND HEIGHT OHIO. PERFORMANCE BASED MUSIC SCHOOL. CO-OWNED WITH SPOUSE AND I CURRENTLY ACT AS AN ADVISOR TO HER. LESS THAN 5 HOURS PER WEEK.OWNER FROM 1/2007 TO PRESENT 2) OHIO RESIDENT INSURANCE PRODUCER; INVESTMENT-RELATED; 26600 DETROIT ROAD, SUITE 270; WESTLAKE, OH 44145; LICENSED INSURANCE AGENT/BROKER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S Norehad's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2010 - Present

GAME PLAN FINANCIAL ADVISORS, LLC

Office #1: 26600 Detroit Road Suite 270, Westlake, Oh, OH 44145

RIA

CRD#: 147608

Westlake, Oh, OH

Past

September 11, 2000 - April 14, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WESTLAKE, OH

Past

August 25, 2000 - April 14, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WESTLAKE, OH

Past

May 28, 1991 - November 29, 2000

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GAME PLAN FINANCIAL ADVISORS, LLC

BECKMAN, NOREHAD, & BURKE WEALTH MANAGEMENT GROUP | GAME PLAN FINANCIAL ADVISORS, LLC | GAME PLAN FINANCIAL ADVISORS

CRD#: 147608 / SEC#: 801-112290

RIA

Registered Investment Advisory firm - (1/31/2018 Approved)

Illinois

Registered Investment Advisory firm - (1/26/2012 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/17/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/24/1991

General Securities Representative Examination

Current Firm

GAME PLAN FINANCIAL ADVISORS, LLC

BECKMAN, NOREHAD, & BURKE WEALTH MANAGEMENT GROUP | GAME PLAN FINANCIAL ADVISORS, LLC | GAME PLAN FINANCIAL ADVISORS

CRD#: 147608 / SEC#: 801-112290

RIA

Registered Investment Advisory firm - (1/31/2018 Approved)

Illinois

Registered Investment Advisory firm - (1/26/2012 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

26600 Detroit Road Suite 270, Westlake, Oh, OH 44145

Mailing Address

Phone number

(440) 209-6480

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - GAME PLAN FINANCIAL ADVISORS, LLC (3/3/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 224,659,054

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

Andrew Crock

STRATEGIC ADVISERS LLC

IAR

NORTH OLMSTED, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael S. Norehad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S Norehad's CRS (Customer Relationship Summary).

Certified licenses

Experience

GAME PLAN FINANCIAL ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

GAME PLAN FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/1996

Series 63

Date: 5/30/1991

Series 7

Date: 5/24/1991

Current Firm

GAME PLAN FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GAME PLAN FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors