RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Mark Sid Redfield
- Partner or owner
- “Mark Redfield is the Managing Member of Redfield Financial Group LLC, and an Investment Advisor Representative.”reportedredfieldfinancialgroup.comthe sentence on the bio page
- Investment committee
- “Mark is a principal of Blue Water Asset Management and a member of the investment policy committee as well as an investment advisor representative.”reportedredfieldfinancialgroup.comthe sentence on the bio page
- Years, as the firm states
- 40reportedredfieldfinancialgroup.com“With over 40 years of experience in the financial service industry, he holds his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 24 (General Securities Principal) securi”
- Business email
- mredfield@redfieldfinancialgroup.comreportedredfieldfinancialgroup.comfirm site, Sep 15, 2026
- Direct business phone
- 616-447-1600reportedredfieldfinancialgroup.comfirm site, Sep 15, 2026
- Professional profile
- redfieldfinancialgroup.com/team/mark-redfieldreportedredfieldfinancialgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Blue Water Asset Management independent RIA currentsince Mar 19, 2015 · Grand Rapids, Mi
- LPL Financial LLC BD affiliatedFeb 14, 2018 to Oct 7, 2020 · Grand Rapids, Mi
- Cg Advisory Services independent RIASep 24, 2010 to Jul 8, 2015 · Grand Rapids, Mi
- Invest Financial Corporation formerJan 22, 2010 to Feb 14, 2018 · Grand Rapids, Mi
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJan 31, 2000 to Dec 19, 2006 · Grand Rapids, Mi
- LPL Financial LLC to no registered destinationleft Oct 7, 2020 · Departure, no registered destination
- Invest Financial Corporation to Cg Advisory Servicesleft Feb 14, 2018, registered Sep 24, 2010 (-2700 days) · Other · moved with a team
- Cg Advisory Services to Blue Water Asset Managementleft Jul 8, 2015, registered Mar 19, 2015 (-111 days) · Other · moved with a team
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Invest Financial Corporationleft Dec 19, 2006, registered Jan 22, 2010 (1130 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address