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David Michael Teroller

Blue Water Asset Management

Grand Rapids, MI

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Current Employers
Blue Water Asset Management

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-03-19
  • MI RA
    APPROVED
    Since 2015-03-19

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Redfield Financial Group Grand Rapids MI 02/1990 Present
Blue Water Asset Management Grand Rapids MI 02/2015 Present
Previous Registrations
  • 2012-11-08 → 2015-07-08
    Grand Rapids, MI
    Williamston, MI
    Grand Rapids, MI
  • 2012-10-31 → 2012-12-07
    Invest Financial Corporation
    Appleton, WI
    Grand Rapids, MI
Other Businesses

(1) DTL ENTERPRISE, LLC; 5877 BELDING RD, ROCKFORD,MI 49341; INTERNET DISTRIBUTION OF CONSUMER PRODUCT; MEMBER; NON-INVESTMENT RELATED; START 9/01/99; 40 HRS/MO; 0 DURING TRADING. (2) REDFIELD FINANCIAL GROUP; FIXED INSURANCE SALES; YES INVESTMENT RELATED; 4120 E. BELTLINE AVE NE, GRAND RAPIDS MI 49525; INSURANCE SALES; AGENT; START DATE 02/1990; 15 HRS A WEEK DURING TRADING HOURS; PURCHASE & SALES OF FIXED INSURANCE PRODUCTS OF MULTIPLE COMPANIES. (3) BLUE WATER ASSET MANAGEMENT, ADVISOR, SINCE 05/01/2015, 4120 E. BELTLINE AVENUE, GRAND RAPIDS, MI 49525, OUTSIDE RIA, INVESTMENT-RELATED, 100 HRS/MO; 100 HRS/MO DURING TRADING. (4) Insurance Sales; investment related; 4120 Beltline Ave NE Ste 100, Grand Rapids MI 49525; Agent; Sale of fixed insurance and annuity products; 60 hr/mo, 60 hrs during trading. (5) DTL BioLongevity LLC: 5877 Belding Road, Rockford, MI 49341; internet distribution of Longevity product memberships; managing member; Non investment related, started 6/2026, 40 hours per month, 2 hours/week during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-24
S63 Uniform Securities Agent State Law Examination 1990-04-18
  • S65 Uniform Investment Adviser Law Examination
    2012-10-24
  • S63 Uniform Securities Agent State Law Examination
    1990-04-18
Other Names
  • David Roger Knot
  • David M Teroller

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