David Michael Teroller

Employer firm

Blue Water Asset Management CRD 175362

$428M regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1990 → Present
  Redfield Financial Group
  Grand Rapids, MI
• 02/2015 → Present
  Blue Water Asset Management
  Grand Rapids, MI

Previous Registrations

• 2012-11-08 → 2015-07-08
  Cg Advisory Services
  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

• 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