Beau Redfield, financial advisor Grand Rapids MI

Beau Redfield

CRD Number: 6660876
Current Firm: Blue Water Asset Management

Beau Redfield (CRD# 6660876) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Blue Water Asset Management Grand Rapids, MI Jan 2019 - Current 2
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
Contact Info for Beau S. Redfield
Phone Number: 616-447-1600
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    267
    MILLIONS
  • Total Number of Accounts
    1,336
    ACCOUNTS
  • Average Account Value
    $199,998
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, IL, MI, TX

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