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Reese J Harper

Investment Adviser Representative at Dentist Advisors

Salt Lake City, UTCRD #4907910Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Reese J. Harper is an investment adviser representative with Dentist Advisors in Salt Lake City, UT, where they have been registered since 2009. They have worked in the securities industry since 2008 and were previously registered with Woodbury Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Utah.

Office

6440 S Wasatch Blvd., Suite 215
Salt Lake City, UT 84121

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/25/2005
Series 7
General Securities Representative Examination
Passed 9/13/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/8/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Dentist AdvisorsCurrent
5/19/2009 – Salt Lake City, UT
Woodbury Financial Services, Inc.
6/2/2008 – 5/15/2009South Jordan, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. AQUIRE WEALTH ADVISORS, LLC dba DENTIST ADVISORS
    Nov 2007 – no end date reportedSouth Jordan, UT
  2. AQUIRE WEALTH ADVISORS, LLC dba DENTIST ADVISORS
    Feb 2009 – Mar 2023South Jordan, UT
  3. AQUIRE WEALTH ADVISORS, LLC dba DENTIST ADVISORS
    Mar 2023 – no end date reportedSouth Jordan, UT
  4. AQUIRE WEALTH ADVISORS, LLC dba DENTIST ADVISORS
    May 2009 – no end date reportedSouth Jordan, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Dentist Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
1
Main office:
Salt Lake City, UT
SEC file number:
801-114782

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 29, 2026

View full firm profile

Other advisors at Dentist Advisors

9 other advisors in the directory

View Dentist Advisors firm profile

Similar advisors in Salt Lake City, UT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Reese J Harper has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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