Duane Eldon Bolinger

Employer firm

Eldon Reese Advisory Group CRD 322069

$59.1M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• BUSINESS CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 08/2022
  American United Life
  Portland, OR
• 06/2010 → 08/2022
  Oneamerica Securities
  Portland, OR
• 08/2022 → Present
  Eldon Reese Advisory Group
  Hillsboro, OR

Previous Registrations

• 2010-07-09 → 2022-11-08
  Oneamerica Securities, Inc.
  Nampa, ID
  Vancouver, WA
  Portland, OR
  Indianapolis, IN
• 2009-11-24 → 2010-06-02
  Osaic Fa, Inc.
  Tualatin, OR

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-27
• S63 Uniform Securities Agent State Law Examination
  2007-10-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant