Mark Sid Redfield

ChFC

39 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Silver Oak Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

8,671 clients

Average Client Portfolio

$234K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:None

Location

4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Mark is involved in several business activities, including owning Redfield Properties LLC (rental real estate), Grass Lake East Properties LLC (timber land), Blue Water Asset Management LLC (RIA), Blue Water Group Agency LLC (group insurance), and Waltman Lodge Lake LLC (real estate rental). He spends nearly full-time on Blue Water Asset Management LLC and about 10-20% of his time on Blue Water Group Agency LLC.