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Todd Douglas Micciche

True North Retirement Advisors, LLC

Clackamas, OR

Clackamas, OR

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Current Employers
True North Retirement Advisors, Llc

10151 Se Sunnyside Road #400, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-21
OR RA APPROVED 2024-11-21
WA RA APPROVED 2022-03-14
NH RA APPROVED 2022-03-08
TX RA APPROVED_RES 2022-03-07
  • CA RA
    APPROVED
    Since 2024-11-21
  • OR RA
    APPROVED
    Since 2024-11-21
  • WA RA
    APPROVED
    Since 2022-03-14
  • NH RA
    APPROVED
    Since 2022-03-08
  • TX RA
    APPROVED_RES
    Since 2022-03-07

Branch Locations

10151 Se Sunnyside Road #400, Clackamas, OR 97015 • United States

Clackamas, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Mutual Group Waverly IA 12/2015 02/2022
Cuna Brokerage Services, Inc. Waverly IA 12/2015 02/2022
True North Retirement Advisors, Llc Clackamas OR 03/2022 Present
  • 12/2015 → 02/2022
    Cuna Mutual Group
    Waverly, IA
  • 12/2015 → 02/2022
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 03/2022 → Present
    True North Retirement Advisors, Llc
    Clackamas, OR
Previous Registrations
  • 2015-12-18 → 2022-02-28
    Cuna Brokerage Services, Inc.
    Portland, OR
    Portland, OR
    Beaverton, OR
    Hillsboro, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Vancouver, WA
    Salem, OR
    Portland, OR
    Salem, OR
  • 2011-10-18 → 2015-12-15
    Key Investment Services Llc
    Troutdale, OR
    Vancouver, WA
  • 2011-01-31 → 2011-04-27
    Bancwest Investment Services, Inc.
    Portland, OR
  • 2008-02-28 → 2009-07-14
    Morgan Stanley & Co. Llc
    New York, NY
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-10
S63 Uniform Securities Agent State Law Examination 2005-08-01
  • S65 Uniform Investment Adviser Law Examination
    2008-01-10
  • S63 Uniform Securities Agent State Law Examination
    2005-08-01
Other Names
  • Todd Micciche

View on SEC IAPD

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EDWARD JONES
SUMMA GLOBAL ADVISORS, LLC
STANGIER WEALTH MANAGEMENT

Other Investors

ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON
ALICE TANG
HAYLEY PORTER
JONATHAN MICHAEL OWENS
JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS
Katelin Marie Walker

Other Offices

OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · CLACKAMAS, OR

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