Reese Harper has been Chairman/Founder of Aquire Wealth Advisors since February 2009, is a control person of the firm and directly owns under 5% of it. Reese Harper holds a Masters in Finance from the University of Utah.
Aquire Wealth Advisors, LLC is a Salt Lake City, UT firm with $504M under management, 768 clients and 9 advisers across 2 offices, as of its June 2026 filing.
Reese Harper is Founder and Chairman of Dentist Advisors. In the course of delivering full service planning to dental professionals, he developed the Elements financial planning system, which gives advisors and clients a way to measure financial progress across a variety of key indicators. He is also an author, speaker and podcast host.
Reese Harper’s longest registration is the current one, 17 years at Aquire Wealth Advisors since 2009. Before joining Aquire Wealth Advisors in 2009, Reese Harper was registered through Woodbury Financial Services, Inc.
- Dentist AdvisorsCurrent– present · 17 yearsSalt Lake City, UT · Adviser representative · Firm CRD 149559
- Woodbury Financial Services, Inc.– · under a yearSouth Jordan, UT · Adviser representative · Firm CRD 421
Professional designations
Listed by Aquire Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Reese Harper is registered as an investment adviser representative in Utah, since May 2009.
- UtahSince 19 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 13 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 May 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 February 2005 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Reese J Harper
- CRD
- 4907910
- Firm
- Aquire Wealth Advisors · CRD 149559
- Role
- Chairman/Founder
- Office
- 6440 S WASATCH BLVD., SUITE 215, Salt Lake City, UT 84121
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dentistadvisors.com
Where does Reese Harper work?
Reese Harper has been Chairman/Founder of Aquire Wealth Advisors, LLC since February 2009, and is a control person of the firm.
Is Reese Harper a financial advisor?
Yes. Reese Harper has a current investment-adviser registration in Utah, through Aquire Wealth Advisors since May 2009.
How many years of experience does Reese Harper have?
Reese Harper has 18 years in the financial industry, since June 2008, across 2 adviser firms.
What exams has Reese Harper passed?
Reese Harper has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in February 2005.
Where did Reese Harper work before Aquire Wealth Advisors?
Before Aquire Wealth Advisors, Reese Harper was registered through Woodbury Financial Services, Inc., June 2008 to May 2009.
Where is Reese Harper based?
Reese Harper’s registered office is in Salt Lake City, UT.
Is Reese Harper registered with FINRA?
No. Reese Harper has no current broker registration.
Is Reese Harper a CFP?
Aquire Wealth Advisors lists Reese Harper with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Reese Harper’s record?
Search CRD 4907910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reese Harper’s full registration record.
