David G. Wilson

TRUE NORTH RETIREMENT ADVISORS

CLACKAMAS, OR 97015

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CRD#: 1050576

Professional summary

David George Wilson JR, who also goes by Jr David George Wilson, is a registered financial advisor currently at TRUE NORTH RETIREMENT ADVISORS, LLC located in Clackamas, Oregon.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jr David George Wilson

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.

1. SETON CATHOLIC HIGH SCHOOL, VANCOUVER WA; 811 NE 112TH AVE. #200 VANCOUVER WA 98684; HIGH SCHOOL; HELP RAISE MONEY TO FUND CONSTRUCTION OF SCHOOL; AFFILIATION STARTED 11/26/2012; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; 1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; NOT INVESTMENT RELATED; MEMBER OF ORIGINAL CAMPAIGN COMMITTEE; 2. VOLUNTEER TEACHER OF INVESTMENT COURSE AT SETON CATHOLIC HIGH SCHOOL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David George Wilson JR's CRS (Customer Relationship Summary).

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

January 16, 2018 - Present

TRUE NORTH RETIREMENT ADVISORS, LLC

Office #1: 10151 Se Sunnyside Road #400, Clackamas, OR 97015

RIA

CRD#: 290885

CLACKAMAS, OR

Past

April 17, 2009 - January 11, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

PORTLAND, OR

Past

March 31, 2009 - January 11, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

PORTLAND, OR

Past

January 1, 2008 - March 31, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTLAND, OR

Past

June 30, 1983 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

PORTLAND, OR

Past

June 7, 1982 - July 1, 1983

HAMMERBECK AND COMPANY, INC.

CRD#: 1201

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE NORTH RETIREMENT ADVISORS, LLC

CRD#: 290885 / SEC#: 801-112242

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

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

California
(1/16/2018)

IAR

New Hampshire
(1/17/2018)

IAR

Oregon
(1/16/2018)

IAR

Texas
(1/16/2018)

IAR

Washington
(1/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/27/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/2/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/1982

General Securities Representative Examination

Current Firm

TRUE NORTH RETIREMENT ADVISORS, LLC

CRD#: 290885 / SEC#: 801-112242

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

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Contact information

Main Address

10151 Se Sunnyside Road #400, Clackamas, OR 97015

Mailing Address

Phone number

(503) 387-6869

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,175
AUM (Assets Under Management)	$ 430,170,105

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

David G. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David George Wilson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

HAMMERBECK AND COMPANY, INC.

Primary Firm SEC Registration

TRUE NORTH RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2004

Series 63

Date: 6/2/1983

SIE

Date: 1/11/2018

Series 7

Date: 4/17/1982

Current Firm

TRUE NORTH RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE NORTH RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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