Beau S Redfield
Investment adviser representative at Blue Water Asset Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$428.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Blue Water Asset ManagementJun 2016 to now
- Redfield Financial GroupJun 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Blue Water Asset Management
Legal name: Blue Water Asset Management, LLC
$428.5MAssets managed
940Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6660876
- Firm CRD
- 175362