Theodore D. Beckman

GAME PLAN FINANCIAL ADVISORS

Westlake, Oh, OH 44145

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CRD#: 2422737

Professional summary

Theodore David Beckman, who also goes by Ted Beckman, Theadore David Beckman, is a registered financial advisor currently at GAME PLAN FINANCIAL ADVISORS, LLC located in Westlake, Oh, Ohio.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Theodore has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Beckman | Theadore David Beckman

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore David Beckman'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

March 16, 2023 - Present

GAME PLAN FINANCIAL ADVISORS, LLC

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

RIA

CRD#: 147608

Westlake, Oh, OH

Past

February 25, 2011 - March 13, 2023

GAME PLAN FINANCIAL ADVISORS, LLC

RIA

CRD#: 147608

WESTLAKE, OH, OH

Past

July 24, 2006 - March 23, 2009

CARNEGIE CAPITAL ASSET MANAGEMENT COMPANY

RIA

CRD#: 106431

CLEVELAND, OH

Past

February 4, 2004 - July 12, 2006

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

CLEVELAND, OH

Past

January 30, 2004 - July 12, 2006

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

CLEVELAND, OH

Past

May 15, 2003 - February 3, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LEVELAND, OH

Past

August 28, 1995 - February 3, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 25, 1994 - August 17, 1995

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

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
(3/16/2023)

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

Series 63

Date: 2/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/20/1994

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)

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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.

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Advisor Monitoring

Firm Stability Insights

Theodore D. Beckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore David Beckman's CRS (Customer Relationship Summary).

Certified licenses

Experience

GAME PLAN FINANCIAL ADVISORS, LLC

CARNEGIE CAPITAL ASSET MANAGEMENT COMPANY

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

GAME PLAN FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/4/1994

Series 7

Date: 1/20/1994

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

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