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Michael Dewitt Bisbee

Michael D. Bisbee

ENDURO WEALTH MANAGEMENT
EAGLE, ID
Some features on this profile are disabled
CRD#: 6261798
Michael Dewitt Bisbee

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.
The advisor shows no other business activity.

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

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

BD
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

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2013
General Securities Representative Examination

Current Firm

EW
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts43
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.

Company Information

ENDURO WEALTH MANAGEMENT, LLC

CRD#: 288052Eagle, ID

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