Michael S Norehad
Financial advisor at Game Plan Financial Advisors, LLC · Westlake, Oh, OH
Last updated 2026-10-10
Claim your profileMichael S Norehad is a financial advisor at Game Plan Financial Advisors, LLC in Westlake, Oh, OH, CRD 2138564. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2000-09-11.
Registration
- CRD number
- 2138564
- Registration status
- Active
- IAPD registration
- 2000-09-11
- Industry Experience
- 26 years
- Work Experience
- 17 years
- States registered
- OH
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-04 to Present · Game Plan Financial Advisors, LLC · Westlake, OH
Current employment
- Game Plan Financial Advisors, LLC · Westlake, Oh, OH
Game Plan Financial Advisors, LLC
- Regulatory AUM
- $254,691,882
- Registered advisors
- 2
- Offices
- 1
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 24.9% (Moderate)
Game Plan Financial Advisors, LLC: advisors, services and reported ETF investments
About
Michael S Norehad is a financial advisor at Game Plan Financial Advisors, LLC in Westlake, Oh, OH. Reported securities licenses include Series 63 and Series 65. The latest record indicates 26 years of industry experience and 17 years of reported work history.
Game Plan Financial Advisors, LLC's firm-level Form ADV reports 2 advisors across 1 offices; approximately 102.5 clients per advisor, average assets per client of $1,242,399, and regulatory AUM of $254.7M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $96.1M across 113 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael S Norehad personally.
Reported ETF positions
Game Plan Financial Advisors reports 113 ETF positions worth $96.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| EMXC — iShares MSCI Emerging Markets ex China ETF | $9.6M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $7M |
| XLF — State Street Financial Select Sector SPDR ETF | $6.9M |
| SCHV — Schwab U.S. Large-Cap Value ETF | $6.7M |
| SCHM — Schwab U.S. Mid Cap ETF | $5.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Game Plan Financial Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $35.6K | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $35.6K | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $315.4K | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | HACK — Amplify Cybersecurity ETF | $604.4K | Top 95.6% | Replicability (R²) 62.3% · Residual Sharpe 0.08 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Game Plan Financial Advisors, LLC on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
Location
26600 Detroit Road, Westlake, Oh, OH 44145
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 440-209-6480
- Website: gameplanfa.com
Official record
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