Defined Wealth Management
42yrs
Top advisor by experience in Beaverton
19yrs
Duane Bolinger
Full name on record: Duane Eldon Bolinger
Financial advisor at Eldon Reese Advisory Group
Based in Beaverton, Oregon, Duane Bolinger is a fiduciary financial advisor with 19 years of industry experience. Duane joined Eldon Reese Advisory Group in 2023, after 12 years at Oneamerica Securities and a year at Osaic Fa. Duane’s designations include CFP® and ChFC.
One of 145 advisors with offices in Beaverton, and one of 135 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 61% of advisors in Beaverton
Office4900 SW Griffith Dr Suite 103, Beaverton, OR 97005
How the firm is paid ?Percent of assets, Commissions
Typical client at the firm ?$195,630
Advisors at the firm3
States licensed ?1 state
Services through Eldon Reese Advisory Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowEldon Reese Advisory GroupCurrent firm
- 2010 – 2022Oneamerica Securities, Inc.Previously
- Nov 2009 – Jun 2010Osaic Fa, Inc.Previously
Contact Duane
(503) 908-6397Eldon Reese Advisory Group main office 4900 SW Griffith Dr Suite 103Beaverton, OR 97005Office · Get directions Firm websiteeldonreese.com
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Questions to ask Duane
Tailored to Duane’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Duane
How do I contact Duane?
Call Eldon Reese Advisory Group at (503) 908-6397 and ask for Duane Bolinger. Duane works from the Beaverton, OR office.
How long has Duane been a financial advisor?
Duane has been in the industry since 2007, about 19 years. More experience than 61% of advisors in Beaverton.
What licenses does Duane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Duane a fiduciary?
Duane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Duane paid?
Eldon Reese Advisory Group reports being paid by a percentage of the assets they manage, commissions on some products. Ask Duane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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