Investment adviser representative · Blue Water Asset Management
Beau S. Redfield
CRD 6660876 · Grand Rapids, MI
At a glance
Beau S. Redfield is an investment adviser representative with Blue Water Asset Management in Grand Rapids, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Beau’s SEC record dates to 2019, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Blue Water Asset ManagementSince January 2019Grand Rapids, MI · $428M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Beau’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Blue Water Asset Management
- Benjamin H. RedfieldGrand Rapids
- Mark S. RedfieldGrand Rapids · Chartered Financial Consultant
- Nicolle M. RumseyGrand Rapids
- David M. TerollerGrand Rapids
- Jay W. GreerGrand Haven
- Theodore M. Terzian Jr.Lansing
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