Todd D. Micciche

TRUE NORTH RETIREMENT ADVISORS

Clackamas, OR

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CRD#: 4740375

Professional summary

Todd Douglas Micciche, CFP®, who also goes by Todd Micciche, is a registered financial advisor currently at TRUE NORTH RETIREMENT ADVISORS, LLC located in Clackamas, Oregon.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Todd has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Micciche

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Douglas Micciche'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®

CFP^®

Certified Financial Planner

Experience

Current

March 3, 2022 - Present

TRUE NORTH RETIREMENT ADVISORS, LLC

Office #2: 10151 Se Sunnyside Road #400, Clackamas, OR 97015

RIA

CRD#: 290885

Clackamas, OR

Past

December 18, 2015 - February 28, 2022

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

PORTLAND, OR

Past

December 18, 2015 - February 28, 2022

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

PORTLAND, OR

Past

October 18, 2011 - December 15, 2015

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

TROUTDALE, OR

Past

October 18, 2011 - December 15, 2015

KEY INVESTMENT SERVICES LLC

CRD#: 136300

TROUTDALE, OR

Past

February 4, 2011 - April 27, 2011

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

PORTLAND, OR

Past

January 31, 2011 - April 27, 2011

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

PORTLAND, OR

Past

February 28, 2008 - July 14, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PORTLAND, OR

Past

October 12, 2007 - July 14, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PORTLAND, OR

Past

July 25, 2005 - January 3, 2007

WAMU INVESTMENTS, INC.

CRD#: 599

PORTLAND, OR

Past

March 14, 2005 - May 26, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

June 25, 2004 - March 16, 2005

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

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
(3/3/2022)

IAR

New Hampshire
(3/8/2022)

IAR

Oregon
(3/3/2022)

IAR

Texas
(3/7/2022)

IAR

Washington
(3/3/2022)

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 65

Date: 1/10/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/4/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/10/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/24/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/1/2013

General Securities Principal 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.

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Advisor Monitoring

Firm Stability Insights

Todd D. Micciche

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Douglas Micciche's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

WAMU INVESTMENTS, INC.

MML INVESTORS SERVICES, LLC

WORLD GROUP SECURITIES, INC.

Primary Firm SEC Registration

TRUE NORTH RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2008

Series 63

Date: 8/1/2005

SIE

Date: 10/1/2018

Series 31

Date: 1/4/2008

Series 7

Date: 5/10/2005

Series 6

Date: 6/24/2004

Series 24

Date: 3/1/2013

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

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