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Michael Dewitt Bisbee

Michael Dewitt Bisbee

CFP®
ENDURO WEALTH MANAGEMENT
EAGLE, ID
·CRD# 6261798·13 years experience

Professional Summary

Michael Dewitt Bisbee, CFP®, who also goes by Michael Bisbee, Michael D Bisbee, Michael Bisbee, is a registered financial advisor currently at ENDURO WEALTH MANAGEMENT, LLC located in Eagle, Idaho. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Bisbee, Michael D Bisbee, Michael Bisbee

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2016

Years of Experience

13 years in the financial services industry

Current & Past Employments

ENDURO WEALTH MANAGEMENT, LLC·CRD# 288052
RIA
Eagle, ID
February 9, 2023 - Present
ENDURO WEALTH MANAGEMENT, LLC·CRD# 288052
RIA
Eagle, ID
April 27, 2017 - June 10, 2022
EDWARD JONES·CRD# 250
RIA
Campbell, CA
September 23, 2016 - November 1, 2016
EDWARD JONES·CRD# 250
BD
Campbell, CA
September 23, 2016 - November 1, 2016
KING WEALTH PLANNING, INC.·CRD# 112717
RIA
Campbell, CA
January 19, 2016 - February 7, 2017
KING WEALTH PLANNING, INC.·CRD# 112717
RIA
Campbell, CA
April 8, 2015 - December 31, 2015
LPL FINANCIAL LLC·CRD# 6413
RIA
Campbell, CA
April 2, 2015 - September 8, 2016
LPL FINANCIAL LLC·CRD# 6413
BD
Campbell, CA
March 31, 2015 - September 8, 2016
MORGAN STANLEY·CRD# 149777
RIA
Palo Alto, CA
December 19, 2013 - April 9, 2015
MORGAN STANLEY·CRD# 149777
BD
Palo Alto, CA
November 20, 2013 - April 9, 2015

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Current Firm

EW
ENDURO WEALTH MANAGEMENT, LLC

ENDURO FINANCIAL | TREASURE VALLEY FINANCIAL SERVICES, LLC | ENDURO WEALTH MANAGEMENT, LLC | ENDURO FINANCIAL, INC.

CRD#: 288052
California
Registered Investment Advisory firm - California (6/10/2022 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (8/8/2019 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Eagle, ID

Phone Number

(208) 996-9086

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

43

AUM (Assets Under Management)

$4,400,696

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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.

Name: Enduro Tax Advisory; Position: Founder & Tax Advisor; Address: 3920 W Wellhouse CT, Eagle, ID, 83616; Time Spent: 80 hours per month, 80 hours per month during securities trading hours.

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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.
IAR
Idaho
(2/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Dewitt Bisbee's CRS (Customer Relationship Summary).

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Michael Dewitt Bisbee
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