Michael D. Bisbee

ENDURO WEALTH MANAGEMENT

EAGLE, ID 83616

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CRD#: 6261798

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Bisbee | Michael D Bisbee | Michael Bisbee

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dewitt Bisbee'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

February 9, 2023 - Present

ENDURO WEALTH MANAGEMENT, LLC

Office #1: 3920 W Wellhouse Ct, Eagle, ID 83616

RIA

CRD#: 288052

EAGLE, ID

Past

April 27, 2017 - June 10, 2022

ENDURO WEALTH MANAGEMENT, LLC

RIA

CRD#: 288052

EAGLE, ID

Past

September 23, 2016 - November 1, 2016

EDWARD JONES

RIA

CRD#: 250

Campbell, CA

Past

September 23, 2016 - November 1, 2016

EDWARD JONES

CRD#: 250

Campbell, CA

Past

January 19, 2016 - February 7, 2017

KING WEALTH PLANNING, INC.

RIA

CRD#: 112717

Campbell, CA

Past

April 8, 2015 - December 31, 2015

KING WEALTH PLANNING, INC.

RIA

CRD#: 112717

CAMPBELL, CA

Past

April 2, 2015 - September 8, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

CAMPBELL, CA

Past

March 31, 2015 - September 8, 2016

LPL FINANCIAL LLC

CRD#: 6413

CAMPBELL, CA

Past

December 19, 2013 - April 9, 2015

MORGAN STANLEY

RIA

CRD#: 149777

PALO ALTO, CA

Past

November 20, 2013 - April 9, 2015

MORGAN STANLEY

CRD#: 149777

PALO ALTO, CA

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

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

State Security Law Exam

IAR

Series 66

Date: 12/19/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2013

General Securities Representative Examination

Current Firm

ENDURO WEALTH MANAGEMENT, LLC

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

CRD#: 288052 / SEC#:

California

Registered Investment Advisory firm - (6/10/2022 Terminated)

Idaho

Registered Investment Advisory firm - (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).

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Contact information

Main Address

3920 W Wellhouse Ct, Eagle, ID 83616

Mailing Address

Phone number

(208) 996-9086

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 4,672,951

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Michael D. Bisbee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ENDURO WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

KING WEALTH PLANNING, INC.

KING WEALTH PLANNING, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2013

SIE

Date: 11/1/2016

Series 7

Date: 11/19/2013

Current Firm

ENDURO WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENDURO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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