Duane E. Bolinger

ELDON REESE ADVISORY GROUP

BEAVERTON, OR 97005

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CRD#: 5369480

Professional summary

Duane Eldon Bolinger, CFP® is a registered financial advisor currently at ELDON REESE ADVISORY GROUP located in Beaverton, Oregon.

Duane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Duane has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

Name: Duane Bolinger. Investment-Related: Yes. Address: 998 NE Baldwin Dr., Hillsboro, OR 97124. Nature: Insurance. Position: Sales. Start Date: 8/2007. Approximate hours per month: 160. Approximate hours during trading hours: 5. Duties: Non-variable insurance sales (fixed life, fixed annuities, health). Name: Liberty Fast Break Club. Investment-Related: No. Address: 20425 NW Quail Hollow Dr., Portland, OR 97229. Nature: Civic club. Position: Board member. Start Date: 10/2017. Approximate hours per month: 4. Approximate hours during trading hours: 0. Duties: Serve as board member for youth basketball program.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duane Eldon Bolinger'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: 2020

Experience

Current

September 13, 2022 - Present

ELDON REESE ADVISORY GROUP

Office #1: 4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005

RIA

CRD#: 322069

BEAVERTON, OR

Past

July 9, 2010 - November 8, 2022

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

PORTLAND, OR

Past

July 9, 2010 - November 8, 2022

ONEAMERICA SECURITIES, INC.

CRD#: 4173

PORTLAND, OR

Past

November 24, 2009 - June 2, 2010

OSAIC FA, INC.

RIA

CRD#: 3978

PORTLAND, OR

Past

September 3, 2009 - June 2, 2010

OSAIC FA, INC.

CRD#: 3978

PORTLAND, OR

Past

October 4, 2007 - September 4, 2009

INSPHERE SECURITIES, INC.

CRD#: 136433

SALT LAKE CITY, UT

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

Oregon
(9/13/2022)

IAR

Utah
(10/3/2023)

IAR

Washington
(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 65

Date: 10/27/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/3/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ELDON REESE ADVISORY GROUP

BOLINGER SOLUTIONS, LLC | ELDON REESE ADVISORY GROUP

CRD#: 322069 / SEC#:

Oregon

Registered Investment Advisory firm - (8/25/2022 Approved)

Utah

Registered Investment Advisory firm - (10/3/2023 Approved)

Washington

Registered Investment Advisory firm - (2/9/2023 Approved)

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Contact information

Main Address

4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005

Mailing Address

Phone number

(503) 908-6397

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	256
AUM (Assets Under Management)	$ 38,311,000

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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Duane E. Bolinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duane Eldon Bolinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELDON REESE ADVISORY GROUP

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

INSPHERE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2009

Series 63

Date: 10/1/2007

SIE

Date: 10/1/2018

Series 6

Date: 10/3/2007

Current Firm

ELDON REESE ADVISORY GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELDON REESE ADVISORY GROUP

TRUST BUT VERIFY

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