Mark Sid Redfield
ChFC®Professional Summary
Mark Sid Redfield, ChFC® is a registered financial advisor currently at BLUE WATER ASSET MANAGEMENT located in Grand Rapids, Michigan and SILVER OAK SECURITIES, INCORPORATED located in Grand Rapids, Michigan. Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Mark has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
BLUE WATER ASSET MANAGEMENT | STITES FINANCIAL LLC | REDFIELD FINANCIAL GROUP | JAY GREER & CO. | CAPITOL INCOME CONSULTANTS | BLUE WATER ASSET MANAGEMENT, LLC
Contact Information
Main Address
4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525Phone Number
(616) 447-1600# of Employees
10SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,855AUM (Assets Under Management)
$428,466,781Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BLUE WATER ASSET MANAGEMENT | STITES FINANCIAL LLC | REDFIELD FINANCIAL GROUP | JAY GREER & CO. | CAPITOL INCOME CONSULTANTS | BLUE WATER ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(8/2/2024)
(1/20/2022)
(1/20/2022)
(3/19/2015)
(1/20/2022)
(1/21/2022)
(9/25/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1986About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Sid Redfield's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
