BR
CFP
BR
CFP

Beau S Redfield

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
879 clients
Average Client Portfolio
$440K average
Assets Under Management
$386.8M

Fee Structure

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Location

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

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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.

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Other Business Activities

Beau works as an intern at Redfield Financial Group LLC and as an IAR at Blue Water Asset Management. Both roles are investment-related and each take about half of Beau's time.

Employment History
Current Registrations
Blue Water Asset Management
January 2019 - Present · 7 yrs 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.