Michael S Norehad
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Scott Norehad
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Contact Information
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
BECKMAN, NOREHAD, & BURKE WEALTH MANAGEMENT GROUP | GAME PLAN FINANCIAL ADVISORS, LLC | GAME PLAN FINANCIAL ADVISORS
Contact Information
Main Address
26600 Detroit Road Suite 270, Westlake, Oh, OH 44145Phone Number
(440) 209-6480# of Employees
5SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
515AUM (Assets Under Management)
$254,691,882Similar Advisors
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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.
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Primary Firm SEC Registration
BECKMAN, NOREHAD, & BURKE WEALTH MANAGEMENT GROUP | GAME PLAN FINANCIAL ADVISORS, LLC | GAME PLAN FINANCIAL ADVISORS
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael S Norehad's CRS (Customer Relationship Summary).
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