Financial ADVSR advisor directory · SEC adviser records
Blue Water Asset Management financial advisors in Grand Rapids, MI
Every SEC-registered investment adviser representative at a Blue Water Asset Management office in Grand Rapids, A to Z.
The short answer
5 registered advisors work at Blue Water Asset Management in Grand Rapids, out of 6 at the firm nationwide; it ranks number 41 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Blue Water Asset Management advisors in Grand Rapids, A to Z
Every Blue Water Asset Management advisor →- Jay W. GreerInvestment adviser rep
- Benjamin H. RedfieldInvestment adviser rep
- Mark S. RedfieldChartered Financial Consultant · Also a broker rep
- Nicolle M. RumseyInvestment adviser rep
- David M. TerollerInvestment adviser rep
Blue Water Asset Management advisors in every city and state →Blue Water Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Blue Water Asset Management advisors in other cities
Other firms in Grand Rapids
All Grand Rapids advisors →LPL Financial LLC 64Morgan Stanley 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Ameriprise Financial Services, LLC 43Edward Jones 40Wells Fargo Clearing Services, LLC 34Robert W. Baird & Co. Incorporated 33Centennial Securities Company, Inc. 31Fiduciary Financial Advisors 31Raymond James & Associates, Inc. 27J.P. Morgan Securities LLC 23Stifel, Nicolaus & Company, Incorporated 21
Questions
How many financial advisors does Blue Water Asset Management have in Grand Rapids?
5 investment adviser representatives are registered at Blue Water Asset Management offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Blue Water Asset Management one of the largest advisor employers in Grand Rapids?
Blue Water Asset Management ranks number 41 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Blue Water Asset Management advisor in Grand Rapids?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Blue Water Asset Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.