Beau Redfield (CRD# 6660876) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 5 years of experience in the finance industry. Beau Redfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Water Asset Management | Grand Rapids, MI | Jan 2019 - Current | 5 |
| Redfield Financial Group | Grand Rapids, MI | Jun 2016 - Jun 2019 | 3 |
| Blue Water Asset Management | Grand Rapids, MI | Jun 2016 - Jan 2019 | 2 |
| None | Cedar Springs, MI | Jun 2015 - May 2016 | < 1 |
| Northpoint Christian High School | Grand Rapids, MI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- MI
-
Total Assets Under Management335MILLIONS
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Total Number of Accounts1,695ACCOUNTS
-
Average Account Value$197,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, IL, MI, NC, TX
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