Beau RedfieldCRD 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.
Cambridge Investment Research Advisors, Inc.
J.p. Morgan Securities LLC
Stewardship Advisory Group, LLC
|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|
Total Assets Under Management267MILLIONS
Total Number of Accounts1,336ACCOUNTS
Average Account Value$199,998
- 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)
GA, IL, MI, TX
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