# Game Plan Financial Advisors

Game Plan Financial Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 147608
- **SEC file number:** 801-112290
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147608

## About

GAME PLAN FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in WESTLAKE, OH, registered since 2018. The firm manages approximately $255 million in assets. It has 5 employees and 2 investment advisers.

## Questions

### Which sectors does Game Plan Financial Advisors explicitly avoid?

No sector exclusions are documented in public sources. Most RIAs establish client-specific guidelines, but the firm has not published any negative screens or ESG-specific policies.

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Last updated: 2026-06-03T20:00:00.000Z

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