LPL Financial
47yrs
Top advisor by experience in Grand Rapids
40yrs
Mark Redfield
Full name on record: Mark Sid Redfield
Financial advisor at Blue Water Asset Management
Based in Grand Rapids, Michigan, Mark Redfield is a fiduciary financial advisor with 40 years of industry experience. Mark joined Blue Water Asset Management in 2015, after three years at LPL Financial and five years at CG Advisory Services. Mark holds the ChFC designation.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top advisor by experience at Blue Water Asset Management
Office4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$450,512
Advisors at the firm7
States licensed ?1 state
Services through Blue Water Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – 2020LPL Financial LLCPreviously
- 2015 – nowBlue Water Asset ManagementCurrent firm
- 2010 – 2015CG Advisory ServicesPreviously
- 2010 – 2018Invest Financial CorporationPreviously
- 2000 – 2006National Planning CorporationPreviously
Contact Mark
(616) 447-1600Blue Water Asset Management main office 4120 E. Beltline Ave. Suite 100Grand Rapids, MI 49525Office · Get directions Firm websiteHTTPS://BLUEWATERASSETMANAGEMENT.COM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Blue Water Asset Management at (616) 447-1600 and ask for Mark Redfield. Mark works from the Grand Rapids, MI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1986, about 40 years. Top advisor by experience at Blue Water Asset Management.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Blue Water Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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