AdFi
MS

Mark Sid Redfield

Investment Adviser Representative at SILVER OAK SECURITIES, INC.

Grand Rapids, MICRD #1564768Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
6 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
CaliforniaFloridaIllinoisMichiganOhioTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/12/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 10/27/1986
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/16/1988
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/27/1986
Series 51
Municipal Fund Securities Principal Examination
Passed 10/16/2003
Series 24
General Securities Principal Examination
Passed 6/21/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Silver OAK Securities, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLUE WATER ASSET MANAGEMENTCurrent
3/19/2015Grand Rapids, MI
LPL FINANCIAL LLC
2/14/201810/7/2020Grand Rapids, MI
INVEST FINANCIAL CORPORATION
1/22/20102/14/2018Grand Rapids, MI
CAPITAL ASSET ADVISORY SERVICES, LLC
9/24/20107/8/2015Grand Rapids, MI
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
1/31/200012/19/2006Grand Rapids, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SILVER OAK SECURITIES, INC.

Showing 12 of 165 in the directory

View SILVER OAK SECURITIES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Sid Redfield has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Mark Sid Redfield - Financial Advisor in Grand Rapids, MI | AdvisorFinder