MN
MN

Michael Norehad

23 Years of Experience
Westlake, Oh, OH
Sells Insurance

Michael Norehad is a registered investment advisor at Game Plan Financial Advisors, LLC, based in Westlake, Oh, OH, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 191 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
191 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$224.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael co-owns School of Rock locations in Westlake, Strongsville, and Highland Heights, Ohio, acting as an advisor to his spouse and dedicating minimal time. He is also an Ohio resident insurance producer and licensed insurance agent/broker.

Employment History
Current Registrations
Game Plan Financial Advisors, LLC
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
September 2000 - April 2009 · 8 yrs 7 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.