Michael R. Endress

ENDRESS CAPITAL MANAGEMENT, L.L.C.

Evansville, IN

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CRD#: 5624377

Professional summary

Michael Robert Endress is a registered financial advisor currently at ENDRESS CAPITAL MANAGEMENT, L.L.C. located in Evansville, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Comic sales. Approximately 10 hours a week, I sell comic books online. This is not done during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Endress's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 16, 2010 - Present

ENDRESS CAPITAL MANAGEMENT, L.L.C.

RIA

CRD#: 154901

Evansville, IN

Past

March 5, 2009 - July 15, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

FISHERS (INDIANAPOLIS), IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(9/16/2010)

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Exams

State Security Law Exam

IAR

Series 66

Date: 7/26/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/9/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/4/2009

General Securities Representative Examination

Current Firm

ENDRESS CAPITAL MANAGEMENT, L.L.C.

CRD#: 154901 / SEC#:

Indiana

Registered Investment Advisory firm - (9/16/2010 Approved)

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Contact information

Main Address

2009 East Chandler Avenue, Evansville, IN 47714-2221

Mailing Address

Phone number

(812) 250-6055

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 16,138,377

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael R. Endress

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Endress's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDRESS CAPITAL MANAGEMENT, L.L.C.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2010

Series 63

Date: 3/9/2009

Series 7

Date: 3/4/2009

Current Firm

ENDRESS CAPITAL MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENDRESS CAPITAL MANAGEMENT, L.L.C.

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