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SD

Spencer G. Dickinson

ELDON REESE ADVISORY GROUP
Provo, UT
CRD#: 8168346
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SD
Spencer Gary DickinsonELDON REESE ADVISORY GROUP

Professional summary

Spencer Gary Dickinson is a registered financial advisor currently at ELDON REESE ADVISORY GROUP located in Provo, Utah.

Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Spencer has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Gary Dickinson'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

October 7, 2025 - Present

ELDON REESE ADVISORY GROUP

RIA
CRD#: 322069
Provo, 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
(10/7/2025)
IAR
Utah
(10/14/2025)
IAR
Washington
(10/7/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/25/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/3/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2025
Securities Industry Essentials Examination

Current Firm

ER
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts256
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.

Company Information

ELDON REESE ADVISORY GROUP

CRD#: 322069Provo, UT

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